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 | $27,114 | $157,256-82.8% | $141,162-80.8% | $152,861-82.3% |
| Participation rate | 72.7% | 84.8%-12.1pp | 82.5%-9.7pp | 82.4%-9.7pp |
| Annual return | 25.47% | 64.32%-38.9pp | 71.39%-45.9pp | 345.32%-319.8pp |
| Employer contribution / active EE | $2,682 | $5,261-49.0% | $4,735-43.4% | $4,762-43.7% |
| Participant deferral / active EE | $3,210 | $7,109-54.8% | $6,709-52.2% | $5,850-45.1% |
| Admin fee / account holder | $140 | $12,120-98.8% | $10,261-98.6% | $11,596-98.8% |