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 | $21,812 | $103,376-78.9% | $87,100-75.0% | $152,861-85.7% |
| Participation rate | 88.9% | 79.3%+9.5pp | 76.9%+12.0pp | 82.4%+6.4pp |
| Annual return | 20.80% | 28.10%-7.3pp | 28.19%-7.4pp | 345.32%-324.5pp |
| Employer contribution / active EE | $1,788 | $3,220-44.5% | $2,521-29.1% | $4,762-62.4% |
| Participant deferral / active EE | $2,882 | $4,778-39.7% | $4,049-28.8% | $5,850-50.7% |
| Admin fee / account holder | $51 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |