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 | $23,835 | $104,251-77.1% | $91,001-73.8% | $147,584-83.9% |
| Participation rate | 85.7% | 78.2%+7.5pp | 75.6%+10.1pp | 82.8%+2.9pp |
| Annual return | 17.74% | 27.06%-9.3pp | 4.60%+13.1pp | 578.55%-560.8pp |
| Employer contribution / active EE | $1,405 | $3,116-54.9% | $2,456-42.8% | $4,876-71.2% |
| Participant deferral / active EE | $2,715 | $4,195-35.3% | $3,547-23.5% | $5,439-50.1% |
| Admin fee / account holder | $151 | $8,948-98.3% | $5,417-97.2% | $10,885-98.6% |