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 | $31,647 | $162,781-80.6% | $133,956-76.4% | $158,922-80.1% |
| Participation rate | 73.9% | 83.2%-9.3pp | 79.8%-5.9pp | 82.0%-8.0pp |
| Annual return | 25.74% | 41.94%-16.2pp | 45.09%-19.4pp | 302.83%-277.1pp |
| Employer contribution / active EE | $1,176 | $4,975-76.4% | $3,919-70.0% | $4,761-75.3% |
| Participant deferral / active EE | $3,782 | $5,911-36.0% | $5,048-25.1% | $5,982-36.8% |
| Admin fee / account holder | $187 | $11,736-98.4% | $8,927-97.9% | $11,246-98.3% |