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 | $37,792 | $89,355-57.7% | $141,162-73.2% | $72,985-48.2% |
| Participation rate | 80.0% | 75.1%+4.9pp | 82.5%-2.5pp | 69.5%+10.5pp |
| Annual return | 24.36% | 111.85%-87.5pp | 71.39%-47.0pp | 81.00%-56.6pp |
| Employer contribution / active EE | $1,290 | $3,114-58.6% | $4,735-72.8% | $2,440-47.1% |
| Participant deferral / active EE | $3,408 | $5,418-37.1% | $6,709-49.2% | $3,607-5.5% |
| Admin fee / account holder | $115 | $5,958-98.1% | $10,261-98.9% | $5,124-97.7% |