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 | $36,508 | $121,625-70.0% | $104,607-65.1% | $158,922-77.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 17.04% | 465.26%-448.2pp | 340.46%-323.4pp | 302.83%-285.8pp |
| Employer contribution / active EE | $1,022 | $3,163-67.7% | $2,681-61.9% | $4,761-78.5% |
| Participant deferral / active EE | $2,396 | $4,177-42.7% | $3,740-35.9% | $5,982-60.0% |
| Admin fee / account holder | $99 | $7,787-98.7% | $6,473-98.5% | $11,246-99.1% |