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 | $23,704 | $81,632-71.0% | $70,449-66.4% | $158,922-85.1% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 19.66% | 208.40%-188.7pp | 109.03%-89.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $3,397 | $3,217+5.6% | $2,737+24.1% | $4,761-28.7% |
| Participant deferral / active EE | $5,248 | $4,554+15.3% | $3,709+41.5% | $5,982-12.3% |
| Admin fee / account holder | $33 | $6,193-99.5% | $3,845-99.2% | $11,246-99.7% |