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 | $27,648 | $163,101-83.0% | $136,749-79.8% | $142,382-80.6% |
| Participation rate | 80.0% | 78.2%+1.8pp | 72.1%+7.9pp | 80.1%-0.1pp |
| Annual return | 19.49% | 27.54%-8.1pp | 24.33%-4.8pp | 217.08%-197.6pp |
| Employer contribution / active EE | $1,853 | $4,117-55.0% | $3,400-45.5% | $4,299-56.9% |
| Participant deferral / active EE | $3,449 | $5,585-38.2% | $4,692-26.5% | $6,507-47.0% |
| Admin fee / account holder | $140 | $14,318-99.0% | $11,386-98.8% | $12,624-98.9% |