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 | $19,637 | $176,377-88.9% | $134,143-85.4% | $158,922-87.6% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 17.76% | 63.63%-45.9pp | 36.33%-18.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $2,584 | $5,040-48.7% | $3,704-30.2% | $4,761-45.7% |
| Participant deferral / active EE | $1,220 | $4,091-70.2% | $3,499-65.1% | $5,982-79.6% |
| Admin fee / account holder | $18 | $8,718-99.8% | $6,684-99.7% | $11,246-99.8% |