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 | $32,560 | $106,890-69.5% | $84,015-61.2% | $152,861-78.7% |
| Participation rate | 93.8% | 75.2%+18.5pp | 69.0%+24.7pp | 82.4%+11.3pp |
| Annual return | 18.81% | 104.99%-86.2pp | 71.31%-52.5pp | 345.32%-326.5pp |
| Employer contribution / active EE | $1,170 | $2,734-57.2% | $1,983-41.0% | $4,762-75.4% |
| Participant deferral / active EE | $2,815 | $4,011-29.8% | $3,239-13.1% | $5,850-51.9% |
| Admin fee / account holder | $234 | $8,285-97.2% | $6,101-96.2% | $11,596-98.0% |