See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $17,771 | $52,681-66.3% | $75,781-76.5% | $59,632-70.2% |
| Participation rate | 88.1% | 67.2%+20.9pp | 75.8%+12.3pp | 68.7%+19.5pp |
| Annual return | 20.13% | 2.95%+17.2pp | 9.68%+10.5pp | 2041.28%-2021.2pp |
| Employer contribution / active EE | $455 | $2,193-79.3% | $3,323-86.3% | $2,203-79.4% |
| Participant deferral / active EE | $6,742 | $2,591+160.2% | $3,651+84.6% | $3,192+111.2% |
| Admin fee / account holder | $0 | $3,610-100.0% | $5,299-100.0% | $4,297-100.0% |