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 5-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 | $10,339 | $72,071-85.7% | $68,368-84.9% | $137,256-92.5% |
| Participation rate | 83.3% | 76.2%+7.1pp | 73.8%+9.6pp | 80.0%+3.4pp |
| Annual return | 18.81% | 353.14%-334.3pp | 292.57%-273.8pp | 220.34%-201.5pp |
| Employer contribution / active EE | $1,120 | $2,788-59.8% | $2,649-57.7% | $4,156-73.1% |
| Participant deferral / active EE | $2,496 | $4,410-43.4% | $4,123-39.5% | $6,407-61.0% |
| Admin fee / account holder | $159 | $5,336-97.0% | $5,150-96.9% | $12,270-98.7% |