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 | $32,547 | $228,332-85.7% | $185,823-82.5% | $158,922-79.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 10.23% | 40.80%-30.6pp | 35.95%-25.7pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,102 | $4,967-77.8% | $4,087-73.0% | $4,761-76.9% |
| Participant deferral / active EE | $1,263 | $6,415-80.3% | $5,632-77.6% | $5,982-78.9% |
| Admin fee / account holder | $282 | $11,864-97.6% | $9,500-97.0% | $11,246-97.5% |