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 | $10,103 | $74,888-86.5% | $71,209-85.8% | $142,382-92.9% |
| Participation rate | 75.0% | 76.2%-1.2pp | 73.8%+1.2pp | 80.1%-5.1pp |
| Annual return | 18.89% | 345.14%-326.2pp | 282.51%-263.6pp | 217.08%-198.2pp |
| Employer contribution / active EE | $1,364 | $2,854-52.2% | $2,721-49.9% | $4,299-68.3% |
| Participant deferral / active EE | $2,175 | $4,454-51.2% | $4,175-47.9% | $6,507-66.6% |
| Admin fee / account holder | $198 | $5,568-96.4% | $5,349-96.3% | $12,624-98.4% |