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 | $24,386 | $99,079-75.4% | $77,999-68.7% | $273,961-91.1% |
| Participation rate | 86.7% | 78.6%+8.1pp | 75.5%+11.1pp | 83.0%+3.7pp |
| Annual return | 10.27% | 217.93%-207.7pp | 425.96%-415.7pp | 41.45%-31.2pp |
| Employer contribution / active EE | $7,855 | $3,308+137.5% | $2,470+218.0% | $4,869+61.3% |
| Participant deferral / active EE | $1,871 | $4,306-56.5% | $3,497-46.5% | $5,287-64.6% |
| Admin fee / account holder | $109 | $8,954-98.8% | $5,480-98.0% | $10,132-98.9% |