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 | $25,558 | $100,901-74.7% | $75,670-66.2% | $147,584-82.7% |
| Participation rate | 76.9% | 77.1%-0.2pp | 72.3%+4.6pp | 82.8%-5.9pp |
| Annual return | 23.59% | 35.78%-12.2pp | 27.34%-3.8pp | 578.55%-555.0pp |
| Employer contribution / active EE | $1,957 | $3,253-39.8% | $2,352-16.8% | $4,876-59.9% |
| Participant deferral / active EE | $6,708 | $4,027+66.6% | $3,142+113.5% | $5,439+23.3% |
| Admin fee / account holder | $0 | $11,285-100.0% | $5,800-100.0% | $10,885-100.0% |