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 | $30,084 | $112,096-73.2% | $95,952-68.6% | $158,922-81.1% |
| Participation rate | 87.5% | 79.0%+8.5pp | 77.1%+10.4pp | 82.0%+5.5pp |
| Annual return | 10.21% | 171.09%-160.9pp | 91.61%-81.4pp | 302.83%-292.6pp |
| Employer contribution / active EE | $1,182 | $3,198-63.0% | $2,541-53.5% | $4,761-75.2% |
| Participant deferral / active EE | $1,525 | $4,784-68.1% | $4,167-63.4% | $5,982-74.5% |
| Admin fee / account holder | $13 | $10,130-99.9% | $6,795-99.8% | $11,246-99.9% |