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 | $38,180 | $105,859-63.9% | $90,160-57.7% | $147,584-74.1% |
| Participation rate | 90.0% | 79.7%+10.3pp | 76.9%+13.1pp | 82.8%+7.2pp |
| Annual return | 22.27% | 37.63%-15.4pp | 34.88%-12.6pp | 578.55%-556.3pp |
| Employer contribution / active EE | $2,715 | $4,126-34.2% | $3,318-18.2% | $4,876-44.3% |
| Participant deferral / active EE | $6,118 | $5,733+6.7% | $5,288+15.7% | $5,439+12.5% |
| Admin fee / account holder | $15 | $8,046-99.8% | $5,943-99.7% | $10,885-99.9% |