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 | $19,198 | $60,124-68.1% | $90,404-78.8% | $79,858-76.0% |
| Participation rate | 71.9% | 65.0%+6.9pp | 72.7%-0.8pp | 69.6%+2.2pp |
| Annual return | 12.43% | 71.94%-59.5pp | 1293.02%-1280.6pp | 31.71%-19.3pp |
| Employer contribution / active EE | $1,966 | $2,068-4.9% | $3,262-39.7% | $2,471-20.5% |
| Participant deferral / active EE | $2,783 | $2,938-5.3% | $3,963-29.8% | $3,740-25.6% |
| Admin fee / account holder | $232 | $3,976-94.2% | $5,611-95.9% | $5,306-95.6% |