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 | $36,679 | $81,233-54.8% | $155,567-76.4% | $80,874-54.6% |
| Participation rate | 80.6% | 66.2%+14.4pp | 78.2%+2.4pp | 67.6%+13.0pp |
| Annual return | 14.34% | 33.33%-19.0pp | 64.74%-50.4pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,172 | $3,101-62.2% | $4,674-74.9% | $2,756-57.5% |
| Participant deferral / active EE | $1,542 | $3,452-55.3% | $5,628-72.6% | $4,297-64.1% |
| Admin fee / account holder | $135 | $7,998-98.3% | $15,916-99.2% | $6,935-98.1% |