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 | $21,630 | $90,397-76.1% | $76,002-71.5% | $145,959-85.2% |
| Participation rate | 75.0% | 74.5%+0.5pp | 69.1%+5.9pp | 80.3%-5.3pp |
| Annual return | 9.12% | 621.97%-612.9pp | 360.07%-350.9pp | 561.95%-552.8pp |
| Employer contribution / active EE | $2,602 | $3,317-21.6% | $2,688-3.2% | $4,661-44.2% |
| Participant deferral / active EE | $2,618 | $5,163-49.3% | $4,257-38.5% | $6,689-60.9% |
| Admin fee / account holder | $158 | $8,369-98.1% | $6,414-97.5% | $13,398-98.8% |