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 | $34,968 | $104,251-66.5% | $91,001-61.6% | $147,584-76.3% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 20.30% | 27.06%-6.8pp | 4.60%+15.7pp | 578.55%-558.2pp |
| Employer contribution / active EE | $2,198 | $3,116-29.4% | $2,456-10.5% | $4,876-54.9% |
| Participant deferral / active EE | $2,867 | $4,195-31.7% | $3,547-19.2% | $5,439-47.3% |
| Admin fee / account holder | $103 | $8,948-98.8% | $5,417-98.1% | $10,885-99.1% |