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 | $28,938 | $98,750-70.7% | $149,696-80.7% | $79,858-63.8% |
| Participation rate | 70.0% | 75.8%-5.8pp | 82.5%-12.5pp | 69.6%+0.4pp |
| Annual return | 28.77% | 27.43%+1.3pp | 276.60%-247.8pp | 31.71%-2.9pp |
| Employer contribution / active EE | $1,994 | $3,216-38.0% | $4,644-57.1% | $2,471-19.3% |
| Participant deferral / active EE | $5,567 | $5,680-2.0% | $6,842-18.6% | $3,740+48.9% |
| Admin fee / account holder | $5 | $6,053-99.9% | $9,309-99.9% | $5,306-99.9% |