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 | $26,453 | $127,386-79.2% | $115,037-77.0% | $125,391-78.9% |
| Participation rate | 88.2% | 84.2%+4.1pp | 81.4%+6.9pp | 83.2%+5.0pp |
| Annual return | 145.09% | 31.28%+113.8pp | 26.14%+118.9pp | 282.22%-137.1pp |
| Employer contribution / active EE | $1,737 | $5,166-66.4% | $4,608-62.3% | $4,866-64.3% |
| Participant deferral / active EE | $3,654 | $6,423-43.1% | $6,026-39.4% | $5,352-31.7% |
| Admin fee / account holder | $33 | $9,516-99.7% | $8,175-99.6% | $9,540-99.7% |