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 | $15,072 | $88,751-83.0% | $81,812-81.6% | $145,922-89.7% |
| Participation rate | 72.2% | 75.0%-2.8pp | 72.3%-0.1pp | 80.3%-8.1pp |
| Annual return | 14.27% | 1025.40%-1011.1pp | 773.79%-759.5pp | 561.29%-547.0pp |
| Employer contribution / active EE | $1,150 | $3,083-62.7% | $2,912-60.5% | $4,660-75.3% |
| Participant deferral / active EE | $770 | $4,643-83.4% | $4,319-82.2% | $6,688-88.5% |
| Admin fee / account holder | $258 | $8,415-96.9% | $7,386-96.5% | $13,397-98.1% |