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 | $24,544 | $156,846-84.4% | $121,098-79.7% | $139,434-82.4% |
| Participation rate | 80.0% | 76.4%+3.6pp | 69.5%+10.5pp | 80.3%-0.3pp |
| Annual return | 15.58% | 1474.56%-1459.0pp | 985.75%-970.2pp | 372.94%-357.4pp |
| Employer contribution / active EE | $1,043 | $5,536-81.2% | $4,164-75.0% | $4,751-78.1% |
| Participant deferral / active EE | $1,379 | $4,844-71.5% | $4,080-66.2% | $6,710-79.5% |
| Admin fee / account holder | $283 | $6,946-95.9% | $5,644-95.0% | $11,403-97.5% |