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 | $17,673 | $73,515-76.0% | $62,995-71.9% | $147,584-88.0% |
| Participation rate | 80.0% | 77.9%+2.1pp | 74.8%+5.2pp | 82.8%-2.8pp |
| Annual return | 33.51% | 175.43%-141.9pp | 87.57%-54.1pp | 578.55%-545.0pp |
| Employer contribution / active EE | $2,789 | $3,320-16.0% | $2,759+1.1% | $4,876-42.8% |
| Participant deferral / active EE | $3,577 | $4,185-14.5% | $3,329+7.4% | $5,439-34.2% |
| Admin fee / account holder | $57 | $5,953-99.0% | $3,600-98.4% | $10,885-99.5% |