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 | $16,546 | $102,966-83.9% | $90,281-81.7% | $152,861-89.2% |
| Participation rate | 88.9% | 75.9%+13.0pp | 73.3%+15.6pp | 82.4%+6.4pp |
| Annual return | 22.53% | 95.16%-72.6pp | 78.10%-55.6pp | 345.32%-322.8pp |
| Employer contribution / active EE | $744 | $3,139-76.3% | $2,854-74.0% | $4,762-84.4% |
| Participant deferral / active EE | $2,785 | $4,281-34.9% | $3,885-28.3% | $5,850-52.4% |
| Admin fee / account holder | $33 | $6,171-99.5% | $5,351-99.4% | $11,596-99.7% |