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 | $34,673 | $117,983-70.6% | $101,794-65.9% | $142,382-75.6% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 16.76% | 36.92%-20.2pp | 30.53%-13.8pp | 217.08%-200.3pp |
| Employer contribution / active EE | $2,205 | $2,773-20.5% | $2,289-3.7% | $4,299-48.7% |
| Participant deferral / active EE | $2,548 | $4,714-45.9% | $4,084-37.6% | $6,507-60.8% |
| Admin fee / account holder | $113 | $10,433-98.9% | $8,777-98.7% | $12,624-99.1% |