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 | $19,934 | $73,515-72.9% | $62,995-68.4% | $147,584-86.5% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 13.82% | 175.43%-161.6pp | 87.57%-73.7pp | 578.55%-564.7pp |
| Employer contribution / active EE | $2,007 | $3,320-39.6% | $2,759-27.3% | $4,876-58.8% |
| Participant deferral / active EE | $0 | $4,185-100.0% | $3,329-100.0% | $5,439-100.0% |
| Admin fee / account holder | $52 | $5,953-99.1% | $3,600-98.6% | $10,885-99.5% |