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 | $27,714 | $112,096-75.3% | $95,952-71.1% | $158,922-82.6% |
| Participation rate | 83.3% | 79.0%+4.4pp | 77.1%+6.3pp | 82.0%+1.4pp |
| Annual return | 15.89% | 171.09%-155.2pp | 91.61%-75.7pp | 302.83%-286.9pp |
| Employer contribution / active EE | $1,043 | $3,198-67.4% | $2,541-59.0% | $4,761-78.1% |
| Participant deferral / active EE | $1,943 | $4,784-59.4% | $4,167-53.4% | $5,982-67.5% |
| Admin fee / account holder | $213 | $10,130-97.9% | $6,795-96.9% | $11,246-98.1% |