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 | $27,291 | $85,766-68.2% | $136,294-80.0% | $70,131-61.1% |
| Participation rate | 73.9% | 74.2%-0.2pp | 81.9%-8.0pp | 69.5%+4.4pp |
| Annual return | 21.71% | 31.45%-9.7pp | 5155.94%-5134.2pp | 73.14%-51.4pp |
| Employer contribution / active EE | $1,594 | $2,966-46.3% | $4,695-66.1% | $2,342-32.0% |
| Participant deferral / active EE | $2,644 | $5,051-47.7% | $6,247-57.7% | $3,332-20.6% |
| Admin fee / account holder | $69 | $5,420-98.7% | $9,243-99.3% | $4,645-98.5% |