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 | $23,797 | $81,632-70.8% | $70,449-66.2% | $158,922-85.0% |
| Participation rate | 93.3% | 77.7%+15.6pp | 75.1%+18.3pp | 82.0%+11.4pp |
| Annual return | 17.71% | 208.40%-190.7pp | 109.03%-91.3pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,578 | $3,217-51.0% | $2,737-42.3% | $4,761-66.9% |
| Participant deferral / active EE | $0 | $4,554-100.0% | $3,709-100.0% | $5,982-100.0% |
| Admin fee / account holder | $51 | $6,193-99.2% | $3,845-98.7% | $11,246-99.5% |