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 | $22,774 | $127,777-82.2% | $106,548-78.6% | $167,490-86.4% |
| Participation rate | 93.8% | 78.3%+15.5pp | 76.1%+17.6pp | 82.1%+11.6pp |
| Annual return | 15.06% | 33.87%-18.8pp | 26.80%-11.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,072 | $3,427-68.7% | $2,819-62.0% | $4,837-77.8% |
| Participant deferral / active EE | $1,635 | $5,087-67.9% | $4,398-62.8% | $6,341-74.2% |
| Admin fee / account holder | $237 | $11,228-97.9% | $7,407-96.8% | $12,309-98.1% |