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 | $22,670 | $101,069-77.6% | $81,478-72.2% | $147,584-84.6% |
| Participation rate | 90.9% | 74.5%+16.5pp | 68.0%+23.0pp | 82.8%+8.1pp |
| Annual return | 19.17% | 32.40%-13.2pp | 38.78%-19.6pp | 578.55%-559.4pp |
| Employer contribution / active EE | $2,713 | $3,205-15.4% | $2,568+5.7% | $4,876-44.4% |
| Participant deferral / active EE | $6,663 | $4,242+57.1% | $3,537+88.4% | $5,439+22.5% |
| Admin fee / account holder | $106 | $5,812-98.2% | $4,561-97.7% | $10,885-99.0% |