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 | $29,586 | $98,240-69.9% | $82,313-64.1% | $147,584-80.0% |
| Participation rate | 87.5% | 79.7%+7.8pp | 76.9%+10.6pp | 82.8%+4.7pp |
| Annual return | 16.97% | 30.85%-13.9pp | 25.88%-8.9pp | 578.55%-561.6pp |
| Employer contribution / active EE | $1,557 | $3,192-51.2% | $2,428-35.9% | $4,876-68.1% |
| Participant deferral / active EE | $3,603 | $4,383-17.8% | $3,706-2.8% | $5,439-33.8% |
| Admin fee / account holder | $212 | $8,563-97.5% | $5,608-96.2% | $10,885-98.1% |