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 | $26,570 | $102,966-74.2% | $90,281-70.6% | $152,861-82.6% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 20.05% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $2,182 | $3,139-30.5% | $2,854-23.6% | $4,762-54.2% |
| Participant deferral / active EE | $4,172 | $4,281-2.6% | $3,885+7.4% | $5,850-28.7% |
| Admin fee / account holder | $115 | $6,171-98.1% | $5,351-97.8% | $11,596-99.0% |