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 | $23,299 | $175,202-86.7% | $149,673-84.4% | $139,434-83.3% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 10.96% | 166.71%-155.7pp | 134.42%-123.5pp | 372.94%-362.0pp |
| Employer contribution / active EE | $1,297 | $5,474-76.3% | $4,818-73.1% | $4,751-72.7% |
| Participant deferral / active EE | $4,557 | $6,519-30.1% | $5,680-19.8% | $6,710-32.1% |
| Admin fee / account holder | $125 | $16,150-99.2% | $13,210-99.1% | $11,403-98.9% |