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 | $56,755 | $107,334-47.1% | $92,893-38.9% | $152,861-62.9% |
| Participation rate | 83.3% | 79.8%+3.5pp | 76.0%+7.3pp | 82.4%+0.9pp |
| Annual return | 26.38% | 145.58%-119.2pp | 109.41%-83.0pp | 345.32%-318.9pp |
| Employer contribution / active EE | $1,802 | $4,221-57.3% | $3,653-50.7% | $4,762-62.2% |
| Participant deferral / active EE | $9,328 | $4,845+92.5% | $4,236+120.2% | $5,850+59.4% |
| Admin fee / account holder | $20 | $7,079-99.7% | $5,794-99.7% | $11,596-99.8% |