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 | $13,521 | $83,337-83.8% | $67,834-80.1% | $273,961-95.1% |
| Participation rate | 88.9% | 76.4%+12.5pp | 68.8%+20.1pp | 83.0%+5.9pp |
| Annual return | 12.32% | 259.45%-247.1pp | 138.47%-126.2pp | 41.45%-29.1pp |
| Employer contribution / active EE | $5,383 | $3,287+63.8% | $2,403+124.0% | $4,869+10.6% |
| Participant deferral / active EE | $5,684 | $4,088+39.0% | $3,160+79.9% | $5,287+7.5% |
| Admin fee / account holder | $299 | $6,752-95.6% | $4,622-93.5% | $10,132-97.1% |