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 | $40,739 | $85,766-52.5% | $136,294-70.1% | $70,131-41.9% |
| Participation rate | 100.0% | 74.2%+25.8pp | 81.9%+18.1pp | 69.5%+30.5pp |
| Annual return | 15.82% | 31.45%-15.6pp | 5155.94%-5140.1pp | 73.14%-57.3pp |
| Employer contribution / active EE | $2,677 | $2,966-9.7% | $4,695-43.0% | $2,342+14.3% |
| Participant deferral / active EE | $3,080 | $5,051-39.0% | $6,247-50.7% | $3,332-7.6% |
| Admin fee / account holder | $290 | $5,420-94.7% | $9,243-96.9% | $4,645-93.8% |