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 | $57,365 | $85,766-33.1% | $136,294-57.9% | $70,131-18.2% |
| Participation rate | 80.9% | 74.2%+6.7pp | 81.9%-1.1pp | 69.5%+11.3pp |
| Annual return | 18.46% | 31.45%-13.0pp | 5155.94%-5137.5pp | 73.14%-54.7pp |
| Employer contribution / active EE | $854 | $2,966-71.2% | $4,695-81.8% | $2,342-63.5% |
| Participant deferral / active EE | $4,873 | $5,051-3.5% | $6,247-22.0% | $3,332+46.3% |
| Admin fee / account holder | $22 | $5,420-99.6% | $9,243-99.8% | $4,645-99.5% |