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 | $19,626 | $73,515-73.3% | $62,995-68.8% | $147,584-86.7% |
| Participation rate | 88.9% | 77.9%+11.0pp | 74.8%+14.1pp | 82.8%+6.1pp |
| Annual return | 13.99% | 175.43%-161.4pp | 87.57%-73.6pp | 578.55%-564.6pp |
| Employer contribution / active EE | $1,754 | $3,320-47.2% | $2,759-36.4% | $4,876-64.0% |
| Participant deferral / active EE | $2,220 | $4,185-46.9% | $3,329-33.3% | $5,439-59.2% |
| Admin fee / account holder | $84 | $5,953-98.6% | $3,600-97.7% | $10,885-99.2% |