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 | $19,704 | $112,881-82.5% | $90,951-78.3% | $158,922-87.6% |
| Participation rate | 88.9% | 74.7%+14.2pp | 69.0%+19.9pp | 82.0%+6.9pp |
| Annual return | 19.31% | 215.79%-196.5pp | 134.60%-115.3pp | 302.83%-283.5pp |
| Employer contribution / active EE | $1,698 | $2,893-41.3% | $2,122-20.0% | $4,761-64.3% |
| Participant deferral / active EE | $2,134 | $4,128-48.3% | $3,373-36.7% | $5,982-64.3% |
| Admin fee / account holder | $142 | $8,041-98.2% | $5,959-97.6% | $11,246-98.7% |