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 | $40,989 | $176,377-76.8% | $134,143-69.4% | $158,922-74.2% |
| Participation rate | 71.4% | 78.7%-7.3pp | 72.2%-0.7pp | 82.0%-10.5pp |
| Annual return | 13.70% | 63.63%-49.9pp | 36.33%-22.6pp | 302.83%-289.1pp |
| Employer contribution / active EE | $1,370 | $5,040-72.8% | $3,704-63.0% | $4,761-71.2% |
| Participant deferral / active EE | $8,548 | $4,091+108.9% | $3,499+144.3% | $5,982+42.9% |
| Admin fee / account holder | $32 | $8,718-99.6% | $6,684-99.5% | $11,246-99.7% |