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 | $24,131 | $108,642-77.8% | $74,701-67.7% | $152,861-84.2% |
| Participation rate | 81.8% | 65.3%+16.5pp | 54.5%+27.4pp | 82.4%-0.6pp |
| Annual return | 14.90% | 114.06%-99.2pp | 752.92%-738.0pp | 345.32%-330.4pp |
| Employer contribution / active EE | $974 | $1,503-35.2% | $1,084-10.1% | $4,762-79.5% |
| Participant deferral / active EE | $2,630 | $2,712-3.0% | $1,964+34.0% | $5,850-55.0% |
| Admin fee / account holder | $297 | $4,902-93.9% | $3,333-91.1% | $11,596-97.4% |