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 | $30,241 | $127,777-76.3% | $106,548-71.6% | $167,490-81.9% |
| Participation rate | 83.3% | 78.3%+5.1pp | 76.1%+7.2pp | 82.1%+1.2pp |
| Annual return | 15.06% | 33.87%-18.8pp | 26.80%-11.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,123 | $3,427-67.2% | $2,819-60.2% | $4,837-76.8% |
| Participant deferral / active EE | $3,181 | $5,087-37.5% | $4,398-27.7% | $6,341-49.8% |
| Admin fee / account holder | $214 | $11,228-98.1% | $7,407-97.1% | $12,309-98.3% |