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 | $44,485 | $121,625-63.4% | $104,607-57.5% | $158,922-72.0% |
| Participation rate | 100.0% | 77.5%+22.5pp | 74.1%+25.9pp | 82.0%+18.0pp |
| Annual return | 12.48% | 465.26%-452.8pp | 340.46%-328.0pp | 302.83%-290.3pp |
| Employer contribution / active EE | $1,276 | $3,163-59.7% | $2,681-52.4% | $4,761-73.2% |
| Participant deferral / active EE | $2,485 | $4,177-40.5% | $3,740-33.6% | $5,982-58.5% |
| Admin fee / account holder | $294 | $7,787-96.2% | $6,473-95.5% | $11,246-97.4% |