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 | $41,862 | $159,901-73.8% | $146,958-71.5% | $145,922-71.3% |
| Participation rate | 95.2% | 84.0%+11.2pp | 82.2%+13.1pp | 80.3%+15.0pp |
| Annual return | 18.74% | 98.13%-79.4pp | 418.34%-399.6pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,050 | $5,286-80.1% | $4,933-78.7% | $4,660-77.5% |
| Participant deferral / active EE | $4,900 | $8,428-41.9% | $8,070-39.3% | $6,688-26.7% |
| Admin fee / account holder | $80 | $15,044-99.5% | $12,998-99.4% | $13,397-99.4% |