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 | $9,524 | $95,266-90.0% | $82,389-88.4% | $142,382-93.3% |
| Participation rate | 85.7% | 74.5%+11.2pp | 69.5%+16.2pp | 80.1%+5.6pp |
| Annual return | 42.72% | 25.74%+17.0pp | 28.67%+14.1pp | 217.08%-174.4pp |
| Employer contribution / active EE | $1,884 | $2,991-37.0% | $2,517-25.1% | $4,299-56.2% |
| Participant deferral / active EE | $2,457 | $4,809-48.9% | $4,155-40.9% | $6,507-62.2% |
| Admin fee / account holder | $95 | $8,563-98.9% | $7,231-98.7% | $12,624-99.2% |