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 | $20,211 | $96,635-79.1% | $86,612-76.7% | $139,434-85.5% |
| Participation rate | 83.3% | 74.4%+8.9pp | 71.7%+11.6pp | 80.3%+3.0pp |
| Annual return | 12.85% | 106.41%-93.6pp | 591.07%-578.2pp | 372.94%-360.1pp |
| Employer contribution / active EE | $1,223 | $3,263-62.5% | $3,022-59.5% | $4,751-74.3% |
| Participant deferral / active EE | $1,720 | $4,836-64.4% | $4,438-61.2% | $6,710-74.4% |
| Admin fee / account holder | $2 | $6,408-100.0% | $5,614-100.0% | $11,403-100.0% |