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 | $25,469 | $135,952-81.3% | $123,892-79.4% | $273,961-90.7% |
| Participation rate | 78.9% | 84.1%-5.1pp | 81.4%-2.5pp | 83.0%-4.1pp |
| Annual return | 15.24% | 56.63%-41.4pp | 47.52%-32.3pp | 41.45%-26.2pp |
| Employer contribution / active EE | $3,814 | $5,170-26.2% | $4,617-17.4% | $4,869-21.7% |
| Participant deferral / active EE | $5,286 | $6,343-16.7% | $5,984-11.7% | $5,2870% |
| Admin fee / account holder | $123 | $9,817-98.8% | $8,357-98.5% | $10,132-98.8% |