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 | $25,739 | $83,337-69.1% | $67,834-62.1% | $273,961-90.6% |
| Participation rate | 90.0% | 76.4%+13.6pp | 68.8%+21.2pp | 83.0%+7.0pp |
| Annual return | 9.29% | 259.45%-250.2pp | 138.47%-129.2pp | 41.45%-32.2pp |
| Employer contribution / active EE | $2,380 | $3,287-27.6% | $2,403-1.0% | $4,869-51.1% |
| Participant deferral / active EE | $3,049 | $4,088-25.4% | $3,160-3.5% | $5,287-42.3% |
| Admin fee / account holder | $9 | $6,752-99.9% | $4,622-99.8% | $10,132-99.9% |