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 | $23,051 | $135,952-83.0% | $123,892-81.4% | $273,961-91.6% |
| Participation rate | 85.7% | 84.1%+1.7pp | 81.4%+4.3pp | 83.0%+2.7pp |
| Annual return | 18.85% | 56.63%-37.8pp | 47.52%-28.7pp | 41.45%-22.6pp |
| Employer contribution / active EE | $4,218 | $5,170-18.4% | $4,617-8.6% | $4,869-13.4% |
| Participant deferral / active EE | $8,345 | $6,343+31.6% | $5,984+39.5% | $5,287+57.8% |
| Admin fee / account holder | $154 | $9,817-98.4% | $8,357-98.2% | $10,132-98.5% |