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 | $39,118 | $102,966-62.0% | $90,281-56.7% | $152,861-74.4% |
| Participation rate | 80.0% | 75.9%+4.1pp | 73.3%+6.7pp | 82.4%-2.4pp |
| Annual return | 22.06% | 95.16%-73.1pp | 78.10%-56.0pp | 345.32%-323.3pp |
| Employer contribution / active EE | $1,003 | $3,139-68.0% | $2,854-64.9% | $4,762-78.9% |
| Participant deferral / active EE | $5,000 | $4,281+16.8% | $3,885+28.7% | $5,850-14.5% |
| Admin fee / account holder | $241 | $6,171-96.1% | $5,351-95.5% | $11,596-97.9% |