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 | $27,847 | $96,557-71.2% | $80,975-65.6% | $273,961-89.8% |
| Participation rate | 75.0% | 79.1%-4.1pp | 75.8%-0.8pp | 83.0%-8.0pp |
| Annual return | 558.89% | 15.14%+543.7pp | 17.10%+541.8pp | 41.45%+517.4pp |
| Employer contribution / active EE | $2,384 | $4,868-51.0% | $3,714-35.8% | $4,869-51.0% |
| Participant deferral / active EE | $4,197 | $6,598-36.4% | $5,696-26.3% | $5,287-20.6% |
| Admin fee / account holder | $208 | $7,492-97.2% | $5,516-96.2% | $10,132-97.9% |