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 | $54,598 | $112,096-51.3% | $95,952-43.1% | $158,922-65.6% |
| Participation rate | 91.7% | 79.0%+12.7pp | 77.1%+14.6pp | 82.0%+9.7pp |
| Annual return | 14.01% | 171.09%-157.1pp | 91.61%-77.6pp | 302.83%-288.8pp |
| Employer contribution / active EE | $1,349 | $3,198-57.8% | $2,541-46.9% | $4,761-71.7% |
| Participant deferral / active EE | $3,855 | $4,784-19.4% | $4,167-7.5% | $5,982-35.6% |
| Admin fee / account holder | $31 | $10,130-99.7% | $6,795-99.5% | $11,246-99.7% |