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 | $23,624 | $133,922-82.4% | $116,228-79.7% | $142,382-83.4% |
| Participation rate | 84.2% | 77.9%+6.3pp | 74.6%+9.7pp | 80.1%+4.1pp |
| Annual return | 19.78% | 147.76%-128.0pp | 90.06%-70.3pp | 217.08%-197.3pp |
| Employer contribution / active EE | $1,888 | $3,446-45.2% | $2,994-36.9% | $4,299-56.1% |
| Participant deferral / active EE | $3,639 | $5,672-35.9% | $4,953-26.5% | $6,507-44.1% |
| Admin fee / account holder | $223 | $14,945-98.5% | $11,989-98.1% | $12,624-98.2% |