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 | $15,508 | $101,069-84.7% | $81,478-81.0% | $147,584-89.5% |
| Participation rate | 83.3% | 74.5%+8.9pp | 68.0%+15.4pp | 82.8%+0.5pp |
| Annual return | 26.48% | 32.40%-5.9pp | 38.78%-12.3pp | 578.55%-552.1pp |
| Employer contribution / active EE | $2,735 | $3,205-14.7% | $2,568+6.5% | $4,876-43.9% |
| Participant deferral / active EE | $4,991 | $4,242+17.7% | $3,537+41.1% | $5,439-8.2% |
| Admin fee / account holder | $50 | $5,812-99.1% | $4,561-98.9% | $10,885-99.5% |