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 | $41,273 | $98,240-58.0% | $82,313-49.9% | $147,584-72.0% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 16.98% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,785 | $3,192-44.1% | $2,428-26.5% | $4,876-63.4% |
| Participant deferral / active EE | $2,483 | $4,383-43.4% | $3,706-33.0% | $5,439-54.3% |
| Admin fee / account holder | $128 | $8,563-98.5% | $5,608-97.7% | $10,885-98.8% |