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 | $28,013 | $157,256-82.2% | $141,162-80.2% | $152,861-81.7% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 23.01% | 64.32%-41.3pp | 71.39%-48.4pp | 345.32%-322.3pp |
| Employer contribution / active EE | $2,319 | $5,261-55.9% | $4,735-51.0% | $4,762-51.3% |
| Participant deferral / active EE | $5,527 | $7,109-22.3% | $6,709-17.6% | $5,850-5.5% |
| Admin fee / account holder | $34 | $12,120-99.7% | $10,261-99.7% | $11,596-99.7% |