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 | $21,571 | $111,754-80.7% | $103,333-79.1% | $145,922-85.2% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 15.55% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $1,153 | $4,212-72.6% | $3,868-70.2% | $4,660-75.2% |
| Participant deferral / active EE | $1,666 | $5,619-70.3% | $5,057-67.1% | $6,688-75.1% |
| Admin fee / account holder | $14 | $9,750-99.9% | $8,355-99.8% | $13,397-99.9% |