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 | $23,293 | $142,405-83.6% | $115,157-79.8% | $152,861-84.8% |
| Participation rate | 90.0% | 82.4%+7.6pp | 75.9%+14.1pp | 82.4%+7.6pp |
| Annual return | 21.07% | 41.48%-20.4pp | 35.60%-14.5pp | 345.32%-324.2pp |
| Employer contribution / active EE | $1,892 | $4,010-52.8% | $3,179-40.5% | $4,762-60.3% |
| Participant deferral / active EE | $3,267 | $5,164-36.7% | $4,168-21.6% | $5,850-44.2% |
| Admin fee / account holder | $20 | $8,462-99.8% | $7,088-99.7% | $11,596-99.8% |