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 | $21,981 | $96,635-77.3% | $86,612-74.6% | $139,434-84.2% |
| Participation rate | 75.0% | 74.4%+0.6pp | 71.7%+3.3pp | 80.3%-5.3pp |
| Annual return | 18.37% | 106.41%-88.0pp | 591.07%-572.7pp | 372.94%-354.6pp |
| Employer contribution / active EE | $2,457 | $3,263-24.7% | $3,022-18.7% | $4,751-48.3% |
| Participant deferral / active EE | $2,663 | $4,836-44.9% | $4,438-40.0% | $6,710-60.3% |
| Admin fee / account holder | $152 | $6,408-97.6% | $5,614-97.3% | $11,403-98.7% |