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 | $41,443 | $115,770-64.2% | $101,248-59.1% | $158,922-73.9% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.8%+11.7pp | 82.0%+5.5pp |
| Annual return | 14.38% | 56.14%-41.8pp | 46.47%-32.1pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,601 | $4,175-61.6% | $3,660-56.3% | $4,761-66.4% |
| Participant deferral / active EE | $2,107 | $4,957-57.5% | $4,370-51.8% | $5,982-64.8% |
| Admin fee / account holder | $265 | $7,245-96.3% | $5,945-95.5% | $11,246-97.6% |