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 | $28,141 | $83,337-66.2% | $67,834-58.5% | $273,961-89.7% |
| Participation rate | 73.3% | 76.4%-3.1pp | 68.8%+4.5pp | 83.0%-9.7pp |
| Annual return | 11.52% | 259.45%-247.9pp | 138.47%-127.0pp | 41.45%-29.9pp |
| Employer contribution / active EE | $1,079 | $3,287-67.2% | $2,403-55.1% | $4,869-77.8% |
| Participant deferral / active EE | $2,252 | $4,088-44.9% | $3,160-28.7% | $5,287-57.4% |
| Admin fee / account holder | $213 | $6,752-96.8% | $4,622-95.4% | $10,132-97.9% |