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 | $22,390 | $99,652-77.5% | $78,778-71.6% | $147,584-84.8% |
| Participation rate | 75.0% | 76.2%-1.2pp | 69.2%+5.8pp | 82.8%-7.8pp |
| Annual return | 13.08% | 47.28%-34.2pp | 35.62%-22.5pp | 578.55%-565.5pp |
| Employer contribution / active EE | $1,219 | $2,796-56.4% | $1,986-38.6% | $4,876-75.0% |
| Participant deferral / active EE | $1,503 | $3,664-59.0% | $2,958-49.2% | $5,439-72.4% |
| Admin fee / account holder | $242 | $7,155-96.6% | $5,134-95.3% | $10,885-97.8% |