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 | $25,770 | $62,573-58.8% | $85,682-69.9% | $85,850-70.0% |
| Participation rate | 93.1% | 61.1%+32.0pp | 69.9%+23.2pp | 69.3%+23.8pp |
| Annual return | 17.53% | 23.77%-6.2pp | 21.49%-4.0pp | 318.53%-301.0pp |
| Employer contribution / active EE | $1,724 | $1,757-1.9% | $2,618-34.2% | $2,565-32.8% |
| Participant deferral / active EE | $1,559 | $2,802-44.4% | $3,923-60.2% | $3,952-60.5% |
| Admin fee / account holder | $231 | $4,640-95.0% | $6,873-96.6% | $6,260-96.3% |