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 | $32,891 | $165,912-80.2% | $122,332-73.1% | $147,584-77.7% |
| Participation rate | 90.0% | 79.6%+10.4pp | 71.6%+18.4pp | 82.8%+7.2pp |
| Annual return | 15.38% | 34.55%-19.2pp | 30.27%-14.9pp | 578.55%-563.2pp |
| Employer contribution / active EE | $1,688 | $5,754-70.7% | $4,050-58.3% | $4,876-65.4% |
| Participant deferral / active EE | $3,886 | $4,005-3.0% | $3,287+18.2% | $5,439-28.6% |
| Admin fee / account holder | $11 | $7,424-99.8% | $5,478-99.8% | $10,885-99.9% |