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 | $19,200 | $45,035-57.4% | $62,995-69.5% | $70,131-72.6% |
| Participation rate | 100.0% | 69.5%+30.5pp | 74.8%+25.2pp | 69.5%+30.5pp |
| Annual return | 18.99% | 18.76%+0.2pp | 87.57%-68.6pp | 73.14%-54.2pp |
| Employer contribution / active EE | $1,391 | $2,051-32.2% | $2,759-49.6% | $2,342-40.6% |
| Participant deferral / active EE | $2,437 | $2,465-1.1% | $3,329-26.8% | $3,332-26.9% |
| Admin fee / account holder | $75 | $2,834-97.3% | $3,600-97.9% | $4,645-98.4% |