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 4-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 | $25,746 | $108,919-76.4% | $100,391-74.4% | $145,922-82.4% |
| Participation rate | 85.7% | 82.9%+2.8pp | 81.5%+4.2pp | 80.3%+5.4pp |
| Annual return | 10.77% | 57.88%-47.1pp | 49.20%-38.4pp | 561.29%-550.5pp |
| Employer contribution / active EE | $1,573 | $4,419-64.4% | $3,942-60.1% | $4,660-66.2% |
| Participant deferral / active EE | $4,997 | $8,445-40.8% | $8,082-38.2% | $6,688-25.3% |
| Admin fee / account holder | $101 | $9,689-99.0% | $7,899-98.7% | $13,397-99.2% |