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 | $17,504 | $118,849-85.3% | $96,562-81.9% | $167,490-89.5% |
| Participation rate | 83.3% | 75.5%+7.9pp | 69.8%+13.5pp | 82.1%+1.2pp |
| Annual return | 9.36% | 50.49%-41.1pp | 37.78%-28.4pp | 478.56%-469.2pp |
| Employer contribution / active EE | $1,422 | $3,120-54.4% | $2,356-39.7% | $4,837-70.6% |
| Participant deferral / active EE | $3,084 | $4,616-33.2% | $3,849-19.9% | $6,341-51.4% |
| Admin fee / account holder | $122 | $8,065-98.5% | $6,181-98.0% | $12,309-99.0% |