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 | $21,407 | $92,222-76.8% | $76,768-72.1% | $135,375-84.2% |
| Participation rate | 75.0% | 79.8%-4.8pp | 77.0%-2.0pp | 82.6%-7.6pp |
| Annual return | 33.77% | 5.46%+28.3pp | 2.43%+31.3pp | 519.73%-486.0pp |
| Employer contribution / active EE | $1,683 | $3,216-47.7% | $2,485-32.3% | $4,779-64.8% |
| Participant deferral / active EE | $2,568 | $4,509-43.1% | $3,852-33.3% | $5,609-54.2% |
| Admin fee / account holder | $77 | $10,748-99.3% | $6,675-98.9% | $10,827-99.3% |