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 | $14,485 | $104,907-86.2% | $84,611-82.9% | $152,861-90.5% |
| Participation rate | 90.9% | 74.8%+16.1pp | 68.2%+22.7pp | 82.4%+8.5pp |
| Annual return | 25.45% | 373.79%-348.3pp | 258.74%-233.3pp | 345.32%-319.9pp |
| Employer contribution / active EE | $865 | $3,302-73.8% | $2,652-67.4% | $4,762-81.8% |
| Participant deferral / active EE | $1,800 | $4,688-61.6% | $3,899-53.8% | $5,850-69.2% |
| Admin fee / account holder | $196 | $6,241-96.9% | $4,912-96.0% | $11,596-98.3% |