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 | $28,228 | $202,432-86.1% | $169,368-83.3% | $139,434-79.8% |
| Participation rate | 87.5% | 81.1%+6.4pp | 77.1%+10.4pp | 80.3%+7.2pp |
| Annual return | 15.46% | 531.74%-516.3pp | 405.60%-390.1pp | 372.94%-357.5pp |
| Employer contribution / active EE | $2,024 | $4,692-56.9% | $4,013-49.6% | $4,751-57.4% |
| Participant deferral / active EE | $3,241 | $6,938-53.3% | $6,221-47.9% | $6,710-51.7% |
| Admin fee / account holder | $74 | $10,708-99.3% | $9,003-99.2% | $11,403-99.3% |