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 | $42,791 | $107,934-60.4% | $91,989-53.5% | $152,861-72.0% |
| Participation rate | 84.2% | 81.2%+3.0pp | 78.6%+5.6pp | 82.4%+1.8pp |
| Annual return | 26.76% | 89.24%-62.5pp | 69.02%-42.3pp | 345.32%-318.6pp |
| Employer contribution / active EE | $1,971 | $4,210-53.2% | $3,452-42.9% | $4,762-58.6% |
| Participant deferral / active EE | $5,836 | $6,364-8.3% | $5,923-1.5% | $5,850-0.2% |
| Admin fee / account holder | $215 | $10,520-98.0% | $7,743-97.2% | $11,596-98.1% |