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 | $28,393 | $63,346-55.2% | $92,233-69.2% | $70,131-59.5% |
| Participation rate | 85.3% | 68.7%+16.6pp | 76.5%+8.8pp | 69.5%+15.8pp |
| Annual return | 18.38% | 530.12%-511.7pp | 176.28%-157.9pp | 73.14%-54.8pp |
| Employer contribution / active EE | $2,650 | $2,471+7.2% | $3,679-28.0% | $2,342+13.1% |
| Participant deferral / active EE | $5,439 | $2,854+90.6% | $3,897+39.6% | $3,332+63.2% |
| Admin fee / account holder | $284 | $3,840-92.6% | $5,194-94.5% | $4,645-93.9% |