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 | $23,905 | $99,652-76.0% | $78,778-69.7% | $147,584-83.8% |
| Participation rate | 88.9% | 76.2%+12.7pp | 69.2%+19.7pp | 82.8%+6.1pp |
| Annual return | 20.55% | 47.28%-26.7pp | 35.62%-15.1pp | 578.55%-558.0pp |
| Employer contribution / active EE | $1,615 | $2,796-42.2% | $1,986-18.6% | $4,876-66.9% |
| Participant deferral / active EE | $4,013 | $3,664+9.5% | $2,958+35.6% | $5,439-26.2% |
| Admin fee / account holder | $65 | $7,155-99.1% | $5,134-98.7% | $10,885-99.4% |