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 | $27,721 | $63,346-56.2% | $92,233-69.9% | $70,131-60.5% |
| Participation rate | 76.7% | 68.7%+8.0pp | 76.5%+0.2pp | 69.5%+7.1pp |
| Annual return | 19.60% | 530.12%-510.5pp | 176.28%-156.7pp | 73.14%-53.5pp |
| Employer contribution / active EE | $1,767 | $2,471-28.5% | $3,679-52.0% | $2,342-24.6% |
| Participant deferral / active EE | $2,935 | $2,854+2.9% | $3,897-24.7% | $3,332-11.9% |
| Admin fee / account holder | $115 | $3,840-97.0% | $5,194-97.8% | $4,645-97.5% |