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 | $34,287 | $117,983-70.9% | $101,794-66.3% | $142,382-75.9% |
| Participation rate | 94.1% | 74.2%+19.9pp | 69.2%+24.9pp | 80.1%+14.0pp |
| Annual return | 13.48% | 36.92%-23.4pp | 30.53%-17.0pp | 217.08%-203.6pp |
| Employer contribution / active EE | $1,884 | $2,773-32.0% | $2,289-17.7% | $4,299-56.2% |
| Participant deferral / active EE | $2,715 | $4,714-42.4% | $4,084-33.5% | $6,507-58.3% |
| Admin fee / account holder | $214 | $10,433-97.9% | $8,777-97.6% | $12,624-98.3% |