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 | $19,465 | $81,632-76.2% | $70,449-72.4% | $158,922-87.8% |
| Participation rate | 85.0% | 77.7%+7.3pp | 75.1%+9.9pp | 82.0%+3.0pp |
| Annual return | 13.72% | 208.40%-194.7pp | 109.03%-95.3pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,198 | $3,217-62.8% | $2,737-56.2% | $4,761-74.8% |
| Participant deferral / active EE | $1,903 | $4,554-58.2% | $3,709-48.7% | $5,982-68.2% |
| Admin fee / account holder | $196 | $6,193-96.8% | $3,845-94.9% | $11,246-98.3% |