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 | $26,317 | $51,576-49.0% | $129,207-79.6% | $80,856-67.5% |
| Participation rate | 80.8% | 57.0%+23.8pp | 69.6%+11.2pp | 67.6%+13.1pp |
| Annual return | 12.20% | 20.81%-8.6pp | 9417.33%-9405.1pp | 35.59%-23.4pp |
| Employer contribution / active EE | $1,270 | $1,584-19.8% | $4,153-69.4% | $2,755-53.9% |
| Participant deferral / active EE | $2,066 | $2,669-22.6% | $4,168-50.4% | $4,296-51.9% |
| Admin fee / account holder | $213 | $4,305-95.1% | $7,715-97.2% | $6,918-96.9% |