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 | $21,229 | $99,032-78.6% | $80,019-73.5% | $135,375-84.3% |
| Participation rate | 87.5% | 78.4%+9.1pp | 75.8%+11.7pp | 82.6%+4.9pp |
| Annual return | -6.35% | 15.39%-21.7pp | 11.22%-17.6pp | 519.73%-526.1pp |
| Employer contribution / active EE | $2,015 | $3,043-33.8% | $2,468-18.4% | $4,779-57.8% |
| Participant deferral / active EE | $4,750 | $4,282+10.9% | $3,686+28.9% | $5,609-15.3% |
| Admin fee / account holder | $112 | $10,436-98.9% | $6,521-98.3% | $10,827-99.0% |