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 | $26,144 | $157,256-83.4% | $141,162-81.5% | $152,861-82.9% |
| Participation rate | 84.2% | 84.8%-0.6pp | 82.5%+1.7pp | 82.4%+1.8pp |
| Annual return | 21.06% | 64.32%-43.3pp | 71.39%-50.3pp | 345.32%-324.3pp |
| Employer contribution / active EE | $2,327 | $5,261-55.8% | $4,735-50.9% | $4,762-51.1% |
| Participant deferral / active EE | $3,070 | $7,109-56.8% | $6,709-54.2% | $5,850-47.5% |
| Admin fee / account holder | $299 | $12,120-97.5% | $10,261-97.1% | $11,596-97.4% |