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 | $20,634 | $106,890-80.7% | $84,015-75.4% | $152,861-86.5% |
| Participation rate | 85.7% | 75.2%+10.5pp | 69.0%+16.7pp | 82.4%+3.3pp |
| Annual return | 23.15% | 104.99%-81.8pp | 71.31%-48.2pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,521 | $2,734-7.8% | $1,983+27.1% | $4,762-47.1% |
| Participant deferral / active EE | $3,363 | $4,011-16.2% | $3,239+3.9% | $5,850-42.5% |
| Admin fee / account holder | $41 | $8,285-99.5% | $6,101-99.3% | $11,596-99.7% |