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 | $25,844 | $118,680-78.2% | $98,907-73.9% | $158,922-83.7% |
| Participation rate | 90.9% | 77.8%+13.1pp | 76.0%+14.9pp | 82.0%+9.0pp |
| Annual return | 15.93% | 372.35%-356.4pp | 196.43%-180.5pp | 302.83%-286.9pp |
| Employer contribution / active EE | $8,344 | $3,333+150.3% | $2,689+210.3% | $4,761+75.2% |
| Participant deferral / active EE | $4,230 | $5,088-16.9% | $4,244-0.3% | $5,982-29.3% |
| Admin fee / account holder | $125 | $10,131-98.8% | $6,642-98.1% | $11,246-98.9% |