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 | $23,802 | $107,334-77.8% | $92,893-74.4% | $152,861-84.4% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 22.17% | 145.58%-123.4pp | 109.41%-87.2pp | 345.32%-323.1pp |
| Employer contribution / active EE | $1,296 | $4,221-69.3% | $3,653-64.5% | $4,762-72.8% |
| Participant deferral / active EE | $1,653 | $4,845-65.9% | $4,236-61.0% | $5,850-71.7% |
| Admin fee / account holder | $95 | $7,079-98.7% | $5,794-98.4% | $11,596-99.2% |