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 | $40,025 | $232,540-82.8% | $185,117-78.4% | $147,584-72.9% |
| Participation rate | 78.6% | 82.4%-3.8pp | 77.3%+1.3pp | 82.8%-4.3pp |
| Annual return | 11.35% | 43.03%-31.7pp | 40.50%-29.1pp | 578.55%-567.2pp |
| Employer contribution / active EE | $1,006 | $5,195-80.6% | $4,182-75.9% | $4,876-79.4% |
| Participant deferral / active EE | $2,984 | $5,834-48.8% | $5,045-40.9% | $5,439-45.1% |
| Admin fee / account holder | $291 | $10,275-97.2% | $8,159-96.4% | $10,885-97.3% |