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 | $20,898 | $104,907-80.1% | $84,611-75.3% | $152,861-86.3% |
| Participation rate | 70.0% | 74.8%-4.8pp | 68.2%+1.8pp | 82.4%-12.4pp |
| Annual return | 30.55% | 373.79%-343.2pp | 258.74%-228.2pp | 345.32%-314.8pp |
| Employer contribution / active EE | $1,775 | $3,302-46.2% | $2,652-33.1% | $4,762-62.7% |
| Participant deferral / active EE | $2,727 | $4,688-41.8% | $3,899-30.1% | $5,850-53.4% |
| Admin fee / account holder | $166 | $6,241-97.3% | $4,912-96.6% | $11,596-98.6% |