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 | $21,533 | $99,020-78.3% | $86,590-75.1% | $147,584-85.4% |
| Participation rate | 80.0% | 76.3%+3.7pp | 73.5%+6.5pp | 82.8%-2.8pp |
| Annual return | 9.86% | 1312.34%-1302.5pp | 964.84%-955.0pp | 578.55%-568.7pp |
| Employer contribution / active EE | $2,147 | $3,132-31.4% | $2,839-24.4% | $4,876-56.0% |
| Participant deferral / active EE | $8,330 | $3,972+109.7% | $3,609+130.8% | $5,439+53.2% |
| Admin fee / account holder | $52 | $5,710-99.1% | $4,906-98.9% | $10,885-99.5% |