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 | $30,329 | $34,308-11.6% | $74,701-59.4% | $72,985-58.4% |
| Participation rate | 94.9% | 42.4%+52.5pp | 54.5%+40.4pp | 69.5%+25.4pp |
| Annual return | 22.44% | 26.58%-4.1pp | 752.92%-730.5pp | 81.00%-58.6pp |
| Employer contribution / active EE | $681 | $692-1.5% | $1,084-37.2% | $2,440-72.1% |
| Participant deferral / active EE | $1,039 | $1,271-18.3% | $1,964-47.1% | $3,607-71.2% |
| Admin fee / account holder | $78 | $2,124-96.3% | $3,333-97.6% | $5,124-98.5% |