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 | $31,684 | $152,587-79.2% | $125,175-74.7% | $152,861-79.3% |
| Participation rate | 82.4% | 83.3%-1.0pp | 79.8%+2.6pp | 82.4%-0.1pp |
| Annual return | 25.16% | 54.84%-29.7pp | 43.79%-18.6pp | 345.32%-320.2pp |
| Employer contribution / active EE | $1,719 | $4,946-65.2% | $3,865-55.5% | $4,762-63.9% |
| Participant deferral / active EE | $3,759 | $5,868-35.9% | $4,937-23.9% | $5,850-35.7% |
| Admin fee / account holder | $172 | $13,434-98.7% | $9,702-98.2% | $11,596-98.5% |