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 | $33,694 | $127,264-73.5% | $109,895-69.3% | $167,490-79.9% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.2%+0.8pp | 82.1%-7.1pp |
| Annual return | 12.48% | 22.97%-10.5pp | 29.45%-17.0pp | 478.56%-466.1pp |
| Employer contribution / active EE | $2,162 | $3,322-34.9% | $2,842-23.9% | $4,837-55.3% |
| Participant deferral / active EE | $4,637 | $4,514+2.7% | $4,048+14.6% | $6,341-26.9% |
| Admin fee / account holder | $140 | $7,114-98.0% | $6,066-97.7% | $12,309-98.9% |