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 | $23,564 | $109,327-78.4% | $89,391-73.6% | $158,922-85.2% |
| Participation rate | 83.3% | 74.3%+9.1pp | 68.0%+15.4pp | 82.0%+1.4pp |
| Annual return | 18.12% | 345.68%-327.6pp | 245.62%-227.5pp | 302.83%-284.7pp |
| Employer contribution / active EE | $885 | $3,170-72.1% | $2,586-65.8% | $4,761-81.4% |
| Participant deferral / active EE | $1,919 | $4,598-58.3% | $3,890-50.7% | $5,982-67.9% |
| Admin fee / account holder | $38 | $6,153-99.4% | $4,881-99.2% | $11,246-99.7% |