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 | $12,051 | $102,966-88.3% | $90,281-86.7% | $152,861-92.1% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 26.40% | 95.16%-68.8pp | 78.10%-51.7pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,559 | $3,139-50.3% | $2,854-45.4% | $4,762-67.3% |
| Participant deferral / active EE | $2,616 | $4,281-38.9% | $3,885-32.7% | $5,850-55.3% |
| Admin fee / account holder | $229 | $6,171-96.3% | $5,351-95.7% | $11,596-98.0% |