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 | $15,052 | $81,632-81.6% | $70,449-78.6% | $158,922-90.5% |
| Participation rate | 78.6% | 77.7%+0.9pp | 75.1%+3.5pp | 82.0%-3.4pp |
| Annual return | 22.17% | 208.40%-186.2pp | 109.03%-86.9pp | 302.83%-280.7pp |
| Employer contribution / active EE | $884 | $3,217-72.5% | $2,737-67.7% | $4,761-81.4% |
| Participant deferral / active EE | $2,628 | $4,554-42.3% | $3,709-29.1% | $5,982-56.1% |
| Admin fee / account holder | $15 | $6,193-99.8% | $3,845-99.6% | $11,246-99.9% |