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 | $14,570 | $102,966-85.9% | $90,281-83.9% | $152,861-90.5% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 22.82% | 95.16%-72.3pp | 78.10%-55.3pp | 345.32%-322.5pp |
| Employer contribution / active EE | $382 | $3,139-87.8% | $2,854-86.6% | $4,762-92.0% |
| Participant deferral / active EE | $776 | $4,281-81.9% | $3,885-80.0% | $5,850-86.7% |
| Admin fee / account holder | $57 | $6,171-99.1% | $5,351-98.9% | $11,596-99.5% |