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 | $24,591 | $175,202-86.0% | $149,673-83.6% | $139,434-82.4% |
| Participation rate | 92.9% | 83.4%+9.5pp | 78.8%+14.1pp | 80.3%+12.5pp |
| Annual return | 23.15% | 166.71%-143.6pp | 134.42%-111.3pp | 372.94%-349.8pp |
| Employer contribution / active EE | $2,820 | $5,474-48.5% | $4,818-41.5% | $4,751-40.6% |
| Participant deferral / active EE | $5,652 | $6,519-13.3% | $5,680-0.5% | $6,710-15.8% |
| Admin fee / account holder | $138 | $16,150-99.1% | $13,210-99.0% | $11,403-98.8% |