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 | $59,004 | $115,770-49.0% | $101,248-41.7% | $158,922-62.9% |
| Participation rate | 71.4% | 79.4%-7.9pp | 75.8%-4.4pp | 82.0%-10.5pp |
| Annual return | 18.61% | 56.14%-37.5pp | 46.47%-27.9pp | 302.83%-284.2pp |
| Employer contribution / active EE | $1,308 | $4,175-68.7% | $3,660-64.3% | $4,761-72.5% |
| Participant deferral / active EE | $2,243 | $4,957-54.8% | $4,370-48.7% | $5,982-62.5% |
| Admin fee / account holder | $45 | $7,245-99.4% | $5,945-99.2% | $11,246-99.6% |