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 | $28,399 | $99,079-71.3% | $77,999-63.6% | $273,961-89.6% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 6.93% | 217.93%-211.0pp | 425.96%-419.0pp | 41.45%-34.5pp |
| Employer contribution / active EE | $1,583 | $3,308-52.2% | $2,470-35.9% | $4,869-67.5% |
| Participant deferral / active EE | $1,925 | $4,306-55.3% | $3,497-45.0% | $5,287-63.6% |
| Admin fee / account holder | $23 | $8,954-99.7% | $5,480-99.6% | $10,132-99.8% |