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 | $31,728 | $228,332-86.1% | $185,823-82.9% | $158,922-80.0% |
| Participation rate | 95.0% | 82.3%+12.7pp | 78.0%+17.0pp | 82.0%+13.0pp |
| Annual return | 13.30% | 40.80%-27.5pp | 35.95%-22.7pp | 302.83%-289.5pp |
| Employer contribution / active EE | $2,326 | $4,967-53.2% | $4,087-43.1% | $4,761-51.1% |
| Participant deferral / active EE | $2,083 | $6,415-67.5% | $5,632-63.0% | $5,982-65.2% |
| Admin fee / account holder | $218 | $11,864-98.2% | $9,500-97.7% | $11,246-98.1% |