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 | $31,479 | $226,064-86.1% | $182,532-82.8% | $152,861-79.4% |
| Participation rate | 86.7% | 82.5%+4.2pp | 78.0%+8.7pp | 82.4%+4.2pp |
| Annual return | 18.52% | 192.51%-174.0pp | 148.54%-130.0pp | 345.32%-326.8pp |
| Employer contribution / active EE | $1,175 | $4,978-76.4% | $4,076-71.2% | $4,762-75.3% |
| Participant deferral / active EE | $2,204 | $6,368-65.4% | $5,524-60.1% | $5,850-62.3% |
| Admin fee / account holder | $101 | $10,703-99.1% | $8,592-98.8% | $11,596-99.1% |