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 | $20,565 | $91,037-77.4% | $71,671-71.3% | $147,584-86.1% |
| Participation rate | 77.8% | 76.1%+1.7pp | 68.7%+9.0pp | 82.8%-5.1pp |
| Annual return | 23.16% | 20.48%+2.7pp | 20.65%+2.5pp | 578.55%-555.4pp |
| Employer contribution / active EE | $2,849 | $3,327-14.4% | $2,460+15.8% | $4,876-41.6% |
| Participant deferral / active EE | $4,572 | $4,498+1.7% | $3,438+33.0% | $5,439-15.9% |
| Admin fee / account holder | $228 | $8,613-97.4% | $5,558-95.9% | $10,885-97.9% |