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 | $48,014 | $118,427-59.5% | $66,042-27.3% | $142,382-66.3% |
| Participation rate | 80.0% | 68.1%+11.9pp | 67.5%+12.5pp | 80.1%-0.1pp |
| Annual return | 19.95% | 35.57%-15.6pp | 52.11%-32.2pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,034 | $2,570-59.8% | $1,579-34.6% | $4,299-76.0% |
| Participant deferral / active EE | $5,289 | $4,311+22.7% | $2,835+86.5% | $6,507-18.7% |
| Admin fee / account holder | $82 | $9,593-99.1% | $5,747-98.6% | $12,624-99.4% |