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 | $25,092 | $104,974-76.1% | $95,585-73.7% | $142,382-82.4% |
| Participation rate | 85.7% | 75.0%+10.7pp | 72.1%+13.6pp | 80.1%+5.6pp |
| Annual return | 19.07% | 210.33%-191.3pp | 38.56%-19.5pp | 217.08%-198.0pp |
| Employer contribution / active EE | $1,635 | $2,779-41.2% | $2,527-35.3% | $4,299-62.0% |
| Participant deferral / active EE | $2,081 | $4,352-52.2% | $4,023-48.3% | $6,507-68.0% |
| Admin fee / account holder | $258 | $6,386-96.0% | $6,127-95.8% | $12,624-98.0% |