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 | $51,844 | $95,416-45.7% | $185,823-72.1% | $85,850-39.6% |
| Participation rate | 84.4% | 68.8%+15.6pp | 81.7%+2.7pp | 69.3%+15.1pp |
| Annual return | 14.43% | 23.59%-9.2pp | 122.05%-107.6pp | 318.53%-304.1pp |
| Employer contribution / active EE | $1,920 | $3,314-42.1% | $5,167-62.8% | $2,565-25.2% |
| Participant deferral / active EE | $5,037 | $3,423+47.1% | $5,568-9.5% | $3,952+27.5% |
| Admin fee / account holder | $30 | $7,213-99.6% | $16,237-99.8% | $6,260-99.5% |