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 | $27,822 | $138,065-79.8% | $123,544-77.5% | $135,375-79.4% |
| Participation rate | 83.3% | 84.7%-1.4pp | 82.3%+1.0pp | 82.6%+0.7pp |
| Annual return | 10.14% | 153.68%-143.5pp | 119.20%-109.1pp | 519.73%-509.6pp |
| Employer contribution / active EE | $1,411 | $5,151-72.6% | $4,628-69.5% | $4,779-70.5% |
| Participant deferral / active EE | $3,250 | $6,799-52.2% | $6,426-49.4% | $5,609-42.1% |
| Admin fee / account holder | $63 | $10,916-99.4% | $9,284-99.3% | $10,827-99.4% |