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 | $21,249 | $81,632-74.0% | $70,449-69.8% | $158,922-86.6% |
| Participation rate | 100.0% | 77.7%+22.3pp | 75.1%+24.9pp | 82.0%+18.0pp |
| Annual return | 14.21% | 208.40%-194.2pp | 109.03%-94.8pp | 302.83%-288.6pp |
| Employer contribution / active EE | $1,711 | $3,217-46.8% | $2,737-37.5% | $4,761-64.1% |
| Participant deferral / active EE | $2,669 | $4,554-41.4% | $3,709-28.0% | $5,982-55.4% |
| Admin fee / account holder | $60 | $6,193-99.0% | $3,845-98.5% | $11,246-99.5% |