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 | $28,209 | $102,966-72.6% | $90,281-68.8% | $152,861-81.5% |
| Participation rate | 77.8% | 75.9%+1.9pp | 73.3%+4.5pp | 82.4%-4.7pp |
| Annual return | 25.74% | 95.16%-69.4pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,530 | $3,139-51.2% | $2,854-46.4% | $4,762-67.9% |
| Participant deferral / active EE | $4,167 | $4,281-2.7% | $3,885+7.3% | $5,850-28.8% |
| Admin fee / account holder | $42 | $6,171-99.3% | $5,351-99.2% | $11,596-99.6% |