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 | $22,710 | $176,377-87.1% | $134,143-83.1% | $158,922-85.7% |
| Participation rate | 94.4% | 78.7%+15.7pp | 72.2%+22.3pp | 82.0%+12.5pp |
| Annual return | 15.48% | 63.63%-48.1pp | 36.33%-20.9pp | 302.83%-287.3pp |
| Employer contribution / active EE | $1,399 | $5,040-72.2% | $3,704-62.2% | $4,761-70.6% |
| Participant deferral / active EE | $2,363 | $4,091-42.3% | $3,499-32.5% | $5,982-60.5% |
| Admin fee / account holder | $180 | $8,718-97.9% | $6,684-97.3% | $11,246-98.4% |