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 | $30,259 | $112,881-73.2% | $90,951-66.7% | $158,922-81.0% |
| Participation rate | 72.2% | 74.7%-2.5pp | 69.0%+3.2pp | 82.0%-9.7pp |
| Annual return | 16.51% | 215.79%-199.3pp | 134.60%-118.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,153 | $2,893-60.1% | $2,122-45.6% | $4,761-75.8% |
| Participant deferral / active EE | $2,565 | $4,128-37.8% | $3,373-23.9% | $5,982-57.1% |
| Admin fee / account holder | $9 | $8,041-99.9% | $5,959-99.9% | $11,246-99.9% |