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 | $40,131 | $103,376-61.2% | $87,100-53.9% | $152,861-73.7% |
| Participation rate | 76.9% | 79.3%-2.4pp | 76.9%+0.1pp | 82.4%-5.5pp |
| Annual return | 24.96% | 28.10%-3.1pp | 28.19%-3.2pp | 345.32%-320.4pp |
| Employer contribution / active EE | $1,021 | $3,220-68.3% | $2,521-59.5% | $4,762-78.6% |
| Participant deferral / active EE | $2,235 | $4,778-53.2% | $4,049-44.8% | $5,850-61.8% |
| Admin fee / account holder | $38 | $12,205-99.7% | $7,497-99.5% | $11,596-99.7% |