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 | $58,552 | $107,334-45.4% | $92,893-37.0% | $152,861-61.7% |
| Participation rate | 90.9% | 79.8%+11.1pp | 76.0%+14.9pp | 82.4%+8.5pp |
| Annual return | 23.33% | 145.58%-122.3pp | 109.41%-86.1pp | 345.32%-322.0pp |
| Employer contribution / active EE | $1,735 | $4,221-58.9% | $3,653-52.5% | $4,762-63.6% |
| Participant deferral / active EE | $3,424 | $4,845-29.3% | $4,236-19.2% | $5,850-41.5% |
| Admin fee / account holder | $241 | $7,079-96.6% | $5,794-95.8% | $11,596-97.9% |