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 | $56,445 | $106,890-47.2% | $84,015-32.8% | $152,861-63.1% |
| Participation rate | 80.0% | 75.2%+4.8pp | 69.0%+11.0pp | 82.4%-2.4pp |
| Annual return | 15.09% | 104.99%-89.9pp | 71.31%-56.2pp | 345.32%-330.2pp |
| Employer contribution / active EE | $1,462 | $2,734-46.5% | $1,983-26.3% | $4,762-69.3% |
| Participant deferral / active EE | $5,360 | $4,011+33.6% | $3,239+65.5% | $5,850-8.4% |
| Admin fee / account holder | $43 | $8,285-99.5% | $6,101-99.3% | $11,596-99.6% |