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 | $23,430 | $232,540-89.9% | $185,117-87.3% | $147,584-84.1% |
| Participation rate | 85.7% | 82.4%+3.4pp | 77.3%+8.4pp | 82.8%+2.9pp |
| Annual return | 23.75% | 43.03%-19.3pp | 40.50%-16.7pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,610 | $5,195-49.8% | $4,182-37.6% | $4,876-46.5% |
| Participant deferral / active EE | $6,127 | $5,834+5.0% | $5,045+21.4% | $5,439+12.7% |
| Admin fee / account holder | $140 | $10,275-98.6% | $8,159-98.3% | $10,885-98.7% |