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 | $26,327 | $73,515-64.2% | $62,995-58.2% | $147,584-82.2% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 15.95% | 175.43%-159.5pp | 87.57%-71.6pp | 578.55%-562.6pp |
| Employer contribution / active EE | $1,531 | $3,320-53.9% | $2,759-44.5% | $4,876-68.6% |
| Participant deferral / active EE | $1,646 | $4,185-60.7% | $3,329-50.6% | $5,439-69.7% |
| Admin fee / account holder | $208 | $5,953-96.5% | $3,600-94.2% | $10,885-98.1% |