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 | $21,262 | $101,069-79.0% | $81,478-73.9% | $147,584-85.6% |
| Participation rate | 81.8% | 74.5%+7.4pp | 68.0%+13.9pp | 82.8%-1.0pp |
| Annual return | 18.73% | 32.40%-13.7pp | 38.78%-20.0pp | 578.55%-559.8pp |
| Employer contribution / active EE | $1,850 | $3,205-42.3% | $2,568-28.0% | $4,876-62.1% |
| Participant deferral / active EE | $4,198 | $4,242-1.0% | $3,537+18.7% | $5,439-22.8% |
| Admin fee / account holder | $117 | $5,812-98.0% | $4,561-97.4% | $10,885-98.9% |