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 | $23,805 | $93,024-74.4% | $77,024-69.1% | $134,475-82.3% |
| Participation rate | 84.6% | 74.5%+10.1pp | 67.9%+16.7pp | 81.2%+3.4pp |
| Annual return | 35.62% | 62.60%-27.0pp | 42.32%-6.7pp | 417.96%-382.3pp |
| Employer contribution / active EE | $1,213 | $3,418-64.5% | $2,812-56.9% | $4,740-74.4% |
| Participant deferral / active EE | $9,994 | $5,238+90.8% | $4,426+125.8% | $6,400+56.2% |
| Admin fee / account holder | $259 | $6,944-96.3% | $5,425-95.2% | $11,426-97.7% |