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 | $30,072 | $117,841-74.5% | $102,423-70.6% | $145,922-79.4% |
| Participation rate | 94.1% | 78.6%+15.5pp | 76.5%+17.6pp | 80.3%+13.8pp |
| Annual return | 11.98% | 31.65%-19.7pp | 29.32%-17.3pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,736 | $3,615-52.0% | $3,023-42.6% | $4,660-62.7% |
| Participant deferral / active EE | $2,489 | $5,731-56.6% | $5,053-50.7% | $6,688-62.8% |
| Admin fee / account holder | $143 | $13,326-98.9% | $9,451-98.5% | $13,397-98.9% |