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 | $23,702 | $83,337-71.6% | $67,834-65.1% | $273,961-91.3% |
| Participation rate | 77.8% | 76.4%+1.3pp | 68.8%+9.0pp | 83.0%-5.2pp |
| Annual return | 4.24% | 259.45%-255.2pp | 138.47%-134.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $2,093 | $3,287-36.3% | $2,403-12.9% | $4,869-57.0% |
| Participant deferral / active EE | $2,093 | $4,088-48.8% | $3,160-33.8% | $5,287-60.4% |
| Admin fee / account holder | $72 | $6,752-98.9% | $4,622-98.4% | $10,132-99.3% |