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 | $34,188 | $112,096-69.5% | $95,952-64.4% | $158,922-78.5% |
| Participation rate | 88.2% | 79.0%+9.3pp | 77.1%+11.2pp | 82.0%+6.3pp |
| Annual return | 15.04% | 171.09%-156.1pp | 91.61%-76.6pp | 302.83%-287.8pp |
| Employer contribution / active EE | $1,699 | $3,198-46.9% | $2,541-33.1% | $4,761-64.3% |
| Participant deferral / active EE | $2,591 | $4,784-45.8% | $4,167-37.8% | $5,982-56.7% |
| Admin fee / account holder | $156 | $10,130-98.5% | $6,795-97.7% | $11,246-98.6% |