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 | $36,288 | $103,376-64.9% | $87,100-58.3% | $152,861-76.3% |
| Participation rate | 77.8% | 79.3%-1.6pp | 76.9%+0.9pp | 82.4%-4.7pp |
| Annual return | 19.86% | 28.10%-8.2pp | 28.19%-8.3pp | 345.32%-325.5pp |
| Employer contribution / active EE | $1,050 | $3,220-67.4% | $2,521-58.4% | $4,762-78.0% |
| Participant deferral / active EE | $1,698 | $4,778-64.5% | $4,049-58.0% | $5,850-71.0% |
| Admin fee / account holder | $0 | $12,205-100.0% | $7,497-100.0% | $11,596-100.0% |