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 | $30,644 | $104,251-70.6% | $91,001-66.3% | $147,584-79.2% |
| Participation rate | 88.9% | 78.2%+10.6pp | 75.6%+13.3pp | 82.8%+6.1pp |
| Annual return | 19.04% | 27.06%-8.0pp | 4.60%+14.4pp | 578.55%-559.5pp |
| Employer contribution / active EE | $2,138 | $3,116-31.4% | $2,456-12.9% | $4,876-56.2% |
| Participant deferral / active EE | $4,797 | $4,195+14.4% | $3,547+35.2% | $5,439-11.8% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |