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 | $20,561 | $87,540-76.5% | $75,781-72.9% | $125,391-83.6% |
| Participation rate | 83.3% | 80.2%+3.2pp | 75.8%+7.5pp | 83.2%+0.1pp |
| Annual return | 41.01% | 13.48%+27.5pp | 9.68%+31.3pp | 282.22%-241.2pp |
| Employer contribution / active EE | $2,559 | $3,930-34.9% | $3,323-23.0% | $4,866-47.4% |
| Participant deferral / active EE | $6,679 | $4,229+57.9% | $3,651+82.9% | $5,352+24.8% |
| Admin fee / account holder | $41 | $6,502-99.4% | $5,299-99.2% | $9,540-99.6% |