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 | $87,166-89.1% | $76,735-87.6% | $137,256-93.1% |
| Participation rate | 85.7% | 74.4%+11.4pp | 69.5%+16.2pp | 80.0%+5.8pp |
| Annual return | 42.72% | 26.50%+16.2pp | 29.77%+13.0pp | 220.34%-177.6pp |
| Employer contribution / active EE | $1,884 | $2,904-35.1% | $2,454-23.2% | $4,156-54.7% |
| Participant deferral / active EE | $2,457 | $4,726-48.0% | $4,088-39.9% | $6,407-61.7% |
| Admin fee / account holder | $95 | $8,403-98.9% | $7,189-98.7% | $12,270-99.2% |