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 | $18,682 | $175,202-89.3% | $149,673-87.5% | $139,434-86.6% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 19.58% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.4pp |
| Employer contribution / active EE | $1,587 | $5,474-71.0% | $4,818-67.1% | $4,751-66.6% |
| Participant deferral / active EE | $4,663 | $6,519-28.5% | $5,680-17.9% | $6,710-30.5% |
| Admin fee / account holder | $25 | $16,150-99.8% | $13,210-99.8% | $11,403-99.8% |