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 | $30,102 | $105,181-71.4% | $159,436-81.1% | $85,850-64.9% |
| Participation rate | 77.1% | 75.8%+1.4pp | 82.8%-5.7pp | 69.3%+7.8pp |
| Annual return | 19.79% | 45.07%-25.3pp | 263.57%-243.8pp | 318.53%-298.7pp |
| Employer contribution / active EE | $2,541 | $3,318-23.4% | $4,829-47.4% | $2,565-0.9% |
| Participant deferral / active EE | $4,130 | $5,945-30.5% | $7,352-43.8% | $3,952+4.5% |
| Admin fee / account holder | $187 | $6,933-97.3% | $10,799-98.3% | $6,260-97.0% |