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 | $24,912 | $165,912-85.0% | $122,332-79.6% | $147,584-83.1% |
| Participation rate | 85.7% | 79.6%+6.1pp | 71.6%+14.1pp | 82.8%+2.9pp |
| Annual return | 18.54% | 34.55%-16.0pp | 30.27%-11.7pp | 578.55%-560.0pp |
| Employer contribution / active EE | $3,390 | $5,754-41.1% | $4,050-16.3% | $4,876-30.5% |
| Participant deferral / active EE | $3,492 | $4,005-12.8% | $3,287+6.2% | $5,439-35.8% |
| Admin fee / account holder | $34 | $7,424-99.5% | $5,478-99.4% | $10,885-99.7% |