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 | $17,825 | $91,037-80.4% | $71,671-75.1% | $147,584-87.9% |
| Participation rate | 75.0% | 76.1%-1.1pp | 68.7%+6.3pp | 82.8%-7.8pp |
| Annual return | 26.74% | 20.48%+6.3pp | 20.65%+6.1pp | 578.55%-551.8pp |
| Employer contribution / active EE | $2,615 | $3,327-21.4% | $2,460+6.3% | $4,876-46.4% |
| Participant deferral / active EE | $3,134 | $4,498-30.3% | $3,438-8.8% | $5,439-42.4% |
| Admin fee / account holder | $77 | $8,613-99.1% | $5,558-98.6% | $10,885-99.3% |