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 | $23,507 | $135,952-82.7% | $123,892-81.0% | $273,961-91.4% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 6.86% | 56.63%-49.8pp | 47.52%-40.7pp | 41.45%-34.6pp |
| Employer contribution / active EE | $1,363 | $5,170-73.6% | $4,617-70.5% | $4,869-72.0% |
| Participant deferral / active EE | $2,912 | $6,343-54.1% | $5,984-51.3% | $5,287-44.9% |
| Admin fee / account holder | $236 | $9,817-97.6% | $8,357-97.2% | $10,132-97.7% |