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 | $25,762 | $95,416-73.0% | $185,823-86.1% | $85,850-70.0% |
| Participation rate | 77.5% | 68.8%+8.7pp | 81.7%-4.2pp | 69.3%+8.2pp |
| Annual return | 14.29% | 23.59%-9.3pp | 122.05%-107.8pp | 318.53%-304.2pp |
| Employer contribution / active EE | $1,742 | $3,314-47.4% | $5,167-66.3% | $2,565-32.1% |
| Participant deferral / active EE | $3,280 | $3,423-4.2% | $5,568-41.1% | $3,952-17.0% |
| Admin fee / account holder | $116 | $7,213-98.4% | $16,237-99.3% | $6,260-98.1% |