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 | $46,789 | $80,812-42.1% | $160,784-70.9% | $82,448-43.3% |
| Participation rate | 78.9% | 66.2%+12.7pp | 77.0%+2.0pp | 68.1%+10.9pp |
| Annual return | 15.16% | 100.59%-85.4pp | 1803.92%-1788.8pp | 41.64%-26.5pp |
| Employer contribution / active EE | $1,352 | $2,174-37.8% | $3,733-63.8% | $2,551-47.0% |
| Participant deferral / active EE | $3,318 | $4,335-23.5% | $6,293-47.3% | $4,139-19.8% |
| Admin fee / account holder | $4 | $7,695-99.9% | $9,717-100.0% | $7,234-99.9% |