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 | $13,633 | $81,632-83.3% | $70,449-80.6% | $158,922-91.4% |
| Participation rate | 81.3% | 77.7%+3.5pp | 75.1%+6.2pp | 82.0%-0.7pp |
| Annual return | 51.94% | 208.40%-156.5pp | 109.03%-57.1pp | 302.83%-250.9pp |
| Employer contribution / active EE | $464 | $3,217-85.6% | $2,737-83.1% | $4,761-90.3% |
| Participant deferral / active EE | $3,077 | $4,554-32.4% | $3,709-17.0% | $5,982-48.6% |
| Admin fee / account holder | $153 | $6,193-97.5% | $3,845-96.0% | $11,246-98.6% |