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 | $24,911 | $105,931-76.5% | $81,930-69.6% | $158,922-84.3% |
| Participation rate | 93.3% | 75.6%+17.7pp | 72.0%+21.3pp | 82.0%+11.4pp |
| Annual return | 17.04% | 38.17%-21.1pp | 29.49%-12.5pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,475 | $7,800-81.1% | $4,310-65.8% | $4,761-69.0% |
| Participant deferral / active EE | $2,114 | $13,003-83.7% | $7,107-70.3% | $5,982-64.7% |
| Admin fee / account holder | $280 | $8,489-96.7% | $5,158-94.6% | $11,246-97.5% |