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 8-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 | $14,114 | $72,071-80.4% | $68,368-79.4% | $137,256-89.7% |
| Participation rate | 76.9% | 76.2%+0.7pp | 73.8%+3.2pp | 80.0%-3.0pp |
| Annual return | 16.38% | 353.14%-336.8pp | 292.57%-276.2pp | 220.34%-204.0pp |
| Employer contribution / active EE | $1,504 | $2,788-46.0% | $2,649-43.2% | $4,156-63.8% |
| Participant deferral / active EE | $3,701 | $4,410-16.1% | $4,123-10.2% | $6,407-42.2% |
| Admin fee / account holder | $137 | $5,336-97.4% | $5,150-97.3% | $12,270-98.9% |