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 | $28,057 | $102,966-72.8% | $90,281-68.9% | $152,861-81.6% |
| Participation rate | 85.7% | 75.9%+9.9pp | 73.3%+12.4pp | 82.4%+3.3pp |
| Annual return | 22.16% | 95.16%-73.0pp | 78.10%-55.9pp | 345.32%-323.2pp |
| Employer contribution / active EE | $1,155 | $3,139-63.2% | $2,854-59.5% | $4,762-75.7% |
| Participant deferral / active EE | $2,435 | $4,281-43.1% | $3,885-37.3% | $5,850-58.4% |
| Admin fee / account holder | $20 | $6,171-99.7% | $5,351-99.6% | $11,596-99.8% |