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 | $34,962 | $144,119-75.7% | $117,854-70.3% | $147,584-76.3% |
| Participation rate | 88.9% | 83.4%+5.5pp | 79.7%+9.2pp | 82.8%+6.1pp |
| Annual return | 14.63% | 531.15%-516.5pp | 335.08%-320.4pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,711 | $4,896-65.1% | $3,786-54.8% | $4,876-64.9% |
| Participant deferral / active EE | $3,514 | $5,316-33.9% | $4,482-21.6% | $5,439-35.4% |
| Admin fee / account holder | $142 | $10,886-98.7% | $8,020-98.2% | $10,885-98.7% |