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 | $30,889 | $117,983-73.8% | $101,794-69.7% | $142,382-78.3% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 10.70% | 36.92%-26.2pp | 30.53%-19.8pp | 217.08%-206.4pp |
| Employer contribution / active EE | $1,067 | $2,773-61.5% | $2,289-53.4% | $4,299-75.2% |
| Participant deferral / active EE | $2,068 | $4,714-56.1% | $4,084-49.4% | $6,507-68.2% |
| Admin fee / account holder | $228 | $10,433-97.8% | $8,777-97.4% | $12,624-98.2% |