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 | $21,885 | $77,899-71.9% | $149,673-85.4% | $75,163-70.9% |
| Participation rate | 82.9% | 65.6%+17.3pp | 78.8%+4.2pp | 67.2%+15.7pp |
| Annual return | 13.61% | 31.72%-18.1pp | 134.42%-120.8pp | 160.62%-147.0pp |
| Employer contribution / active EE | $1,073 | $3,137-65.8% | $4,818-77.7% | $2,670-59.8% |
| Participant deferral / active EE | $1,821 | $3,411-46.6% | $5,680-67.9% | $4,125-55.9% |
| Admin fee / account holder | $106 | $5,956-98.2% | $13,210-99.2% | $5,651-98.1% |