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 | $22,489 | $115,770-80.6% | $101,248-77.8% | $158,922-85.8% |
| Participation rate | 88.9% | 79.4%+9.5pp | 75.8%+13.1pp | 82.0%+6.9pp |
| Annual return | 22.83% | 56.14%-33.3pp | 46.47%-23.6pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,655 | $4,175-60.4% | $3,660-54.8% | $4,761-65.2% |
| Participant deferral / active EE | $3,067 | $4,957-38.1% | $4,370-29.8% | $5,982-48.7% |
| Admin fee / account holder | $11 | $7,245-99.8% | $5,945-99.8% | $11,246-99.9% |