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 | $16,776 | $107,334-84.4% | $92,893-81.9% | $152,861-89.0% |
| Participation rate | 88.2% | 79.8%+8.4pp | 76.0%+12.2pp | 82.4%+5.8pp |
| Annual return | 25.78% | 145.58%-119.8pp | 109.41%-83.6pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,751 | $4,221-58.5% | $3,653-52.1% | $4,762-63.2% |
| Participant deferral / active EE | $2,964 | $4,845-38.8% | $4,236-30.0% | $5,850-49.3% |
| Admin fee / account holder | $70 | $7,079-99.0% | $5,794-98.8% | $11,596-99.4% |