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 | $31,505 | $90,600-65.2% | $79,464-60.4% | $135,375-76.7% |
| Participation rate | 91.3% | 76.0%+15.3pp | 73.3%+18.0pp | 82.6%+8.7pp |
| Annual return | 15.10% | 977.43%-962.3pp | 718.14%-703.0pp | 519.73%-504.6pp |
| Employer contribution / active EE | $5,674 | $3,068+85.0% | $2,800+102.6% | $4,779+18.7% |
| Participant deferral / active EE | $2,965 | $4,050-26.8% | $3,704-20.0% | $5,609-47.1% |
| Admin fee / account holder | $222 | $5,907-96.2% | $5,113-95.7% | $10,827-97.9% |