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 | $25,954 | $135,952-80.9% | $123,892-79.1% | $273,961-90.5% |
| Participation rate | 71.4% | 84.1%-12.6pp | 81.4%-10.0pp | 83.0%-11.6pp |
| Annual return | 68.28% | 56.63%+11.7pp | 47.52%+20.8pp | 41.45%+26.8pp |
| Employer contribution / active EE | $3,729 | $5,170-27.9% | $4,617-19.2% | $4,869-23.4% |
| Participant deferral / active EE | $8,876 | $6,343+39.9% | $5,984+48.3% | $5,287+67.9% |
| Admin fee / account holder | $127 | $9,817-98.7% | $8,357-98.5% | $10,132-98.7% |