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 | $24,089 | $183,519-86.9% | $155,509-84.5% | $145,922-83.5% |
| Participation rate | 80.0% | 82.7%-2.7pp | 78.2%+1.8pp | 80.3%-0.3pp |
| Annual return | 13.11% | 61.17%-48.1pp | 64.67%-51.6pp | 561.29%-548.2pp |
| Employer contribution / active EE | $1,148 | $5,313-78.4% | $4,672-75.4% | $4,660-75.4% |
| Participant deferral / active EE | $5,445 | $6,462-15.7% | $5,626-3.2% | $6,688-18.6% |
| Admin fee / account holder | $56 | $19,313-99.7% | $15,912-99.6% | $13,397-99.6% |