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 | $28,339 | $73,515-61.5% | $62,995-55.0% | $147,584-80.8% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 13.64% | 175.43%-161.8pp | 87.57%-73.9pp | 578.55%-564.9pp |
| Employer contribution / active EE | $1,077 | $3,320-67.6% | $2,759-61.0% | $4,876-77.9% |
| Participant deferral / active EE | $798 | $4,185-80.9% | $3,329-76.0% | $5,439-85.3% |
| Admin fee / account holder | $20 | $5,953-99.7% | $3,600-99.5% | $10,885-99.8% |