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 | $31,241 | $107,015-70.8% | $73,545-57.5% | $147,584-78.8% |
| Participation rate | 92.9% | 66.4%+26.5pp | 54.9%+37.9pp | 82.8%+10.0pp |
| Annual return | 13.11% | 38.25%-25.1pp | -15.16%+28.3pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,087 | $1,760-38.3% | $1,219-10.8% | $4,876-77.7% |
| Participant deferral / active EE | $2,087 | $2,462-15.2% | $1,806+15.5% | $5,439-61.6% |
| Admin fee / account holder | $250 | $3,055-91.8% | $2,320-89.2% | $10,885-97.7% |