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 | $40,478 | $85,766-52.8% | $136,294-70.3% | $70,131-42.3% |
| Participation rate | 75.7% | 74.2%+1.5pp | 81.9%-6.2pp | 69.5%+6.1pp |
| Annual return | 18.23% | 31.45%-13.2pp | 5155.94%-5137.7pp | 73.14%-54.9pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,695-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $5,709 | $5,051+13.0% | $6,247-8.6% | $3,332+71.4% |
| Admin fee / account holder | $41 | $5,420-99.3% | $9,243-99.6% | $4,645-99.1% |