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 | $34,731 | $102,966-66.3% | $90,281-61.5% | $152,861-77.3% |
| Participation rate | 76.5% | 75.9%+0.6pp | 73.3%+3.2pp | 82.4%-6.0pp |
| Annual return | 17.53% | 95.16%-77.6pp | 78.10%-60.6pp | 345.32%-327.8pp |
| Employer contribution / active EE | $1,551 | $3,139-50.6% | $2,854-45.7% | $4,762-67.4% |
| Participant deferral / active EE | $5,406 | $4,281+26.3% | $3,885+39.1% | $5,850-7.6% |
| Admin fee / account holder | $77 | $6,171-98.8% | $5,351-98.6% | $11,596-99.3% |