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 | $26,679 | $101,069-73.6% | $81,478-67.3% | $147,584-81.9% |
| Participation rate | 88.9% | 74.5%+14.4pp | 68.0%+20.9pp | 82.8%+6.1pp |
| Annual return | 12.20% | 32.40%-20.2pp | 38.78%-26.6pp | 578.55%-566.4pp |
| Employer contribution / active EE | $3,847 | $3,205+20.0% | $2,568+49.8% | $4,876-21.1% |
| Participant deferral / active EE | $6,598 | $4,242+55.5% | $3,537+86.6% | $5,439+21.3% |
| Admin fee / account holder | $224 | $5,812-96.1% | $4,561-95.1% | $10,885-97.9% |