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 | $33,452 | $103,376-67.6% | $87,100-61.6% | $152,861-78.1% |
| Participation rate | 87.5% | 79.3%+8.2pp | 76.9%+10.6pp | 82.4%+5.1pp |
| Annual return | 20.77% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,284 | $3,220-60.1% | $2,521-49.1% | $4,762-73.0% |
| Participant deferral / active EE | $6,225 | $4,778+30.3% | $4,049+53.8% | $5,850+6.4% |
| Admin fee / account holder | $265 | $12,205-97.8% | $7,497-96.5% | $11,596-97.7% |