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 | $47,172 | $100,852-53.2% | $90,404-47.8% | $158,922-70.3% |
| Participation rate | 75.0% | 75.0%0pp | 72.7%+2.3pp | 82.0%-7.0pp |
| Annual return | 20.27% | 1724.20%-1703.9pp | 1293.02%-1272.7pp | 302.83%-282.6pp |
| Employer contribution / active EE | $1,219 | $3,689-67.0% | $3,262-62.6% | $4,761-74.4% |
| Participant deferral / active EE | $5,964 | $4,348+37.2% | $3,963+50.5% | $5,982-0.3% |
| Admin fee / account holder | $46 | $6,501-99.3% | $5,611-99.2% | $11,246-99.6% |