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 | $28,912 | $87,733-67.0% | $106,548-72.9% | $85,850-66.3% |
| Participation rate | 83.3% | 71.9%+11.4pp | 76.1%+7.2pp | 69.3%+14.0pp |
| Annual return | 17.47% | 21.86%-4.4pp | 26.80%-9.3pp | 318.53%-301.1pp |
| Employer contribution / active EE | $3,125 | $2,073+50.8% | $2,819+10.9% | $2,565+21.8% |
| Participant deferral / active EE | $0 | $3,469-100.0% | $4,398-100.0% | $3,952-100.0% |
| Admin fee / account holder | $154 | $6,767-97.7% | $7,407-97.9% | $6,260-97.5% |