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 | $22,502 | $115,770-80.6% | $101,248-77.8% | $158,922-85.8% |
| Participation rate | 72.7% | 79.4%-6.6pp | 75.8%-3.1pp | 82.0%-9.2pp |
| Annual return | 22.53% | 56.14%-33.6pp | 46.47%-23.9pp | 302.83%-280.3pp |
| Employer contribution / active EE | $1,275 | $4,175-69.5% | $3,660-65.2% | $4,761-73.2% |
| Participant deferral / active EE | $2,826 | $4,957-43.0% | $4,370-35.3% | $5,982-52.8% |
| Admin fee / account holder | $152 | $7,245-97.9% | $5,945-97.4% | $11,246-98.6% |