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 | $30,921 | $142,405-78.3% | $115,157-73.1% | $152,861-79.8% |
| Participation rate | 93.3% | 82.4%+11.0pp | 75.9%+17.4pp | 82.4%+10.9pp |
| Annual return | 21.97% | 41.48%-19.5pp | 35.60%-13.6pp | 345.32%-323.4pp |
| Employer contribution / active EE | $1,528 | $4,010-61.9% | $3,179-51.9% | $4,762-67.9% |
| Participant deferral / active EE | $1,588 | $5,164-69.3% | $4,168-61.9% | $5,850-72.9% |
| Admin fee / account holder | $164 | $8,462-98.1% | $7,088-97.7% | $11,596-98.6% |