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 | $24,592 | $91,190-73.0% | $178,490-86.2% | $79,858-69.2% |
| Participation rate | 91.7% | 69.2%+22.5pp | 81.9%+9.7pp | 69.6%+22.0pp |
| Annual return | 19.55% | 24.19%-4.6pp | 151.07%-131.5pp | 31.71%-12.2pp |
| Employer contribution / active EE | $1,837 | $3,256-43.6% | $5,011-63.3% | $2,471-25.7% |
| Participant deferral / active EE | $2,921 | $3,236-9.7% | $5,202-43.8% | $3,740-21.9% |
| Admin fee / account holder | $277 | $6,751-95.9% | $13,984-98.0% | $5,306-94.8% |