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 | $30,420 | $107,334-71.7% | $92,893-67.3% | $152,861-80.1% |
| Participation rate | 71.4% | 79.8%-8.4pp | 76.0%-4.6pp | 82.4%-11.0pp |
| Annual return | 22.58% | 145.58%-123.0pp | 109.41%-86.8pp | 345.32%-322.7pp |
| Employer contribution / active EE | $1,514 | $4,221-64.1% | $3,653-58.6% | $4,762-68.2% |
| Participant deferral / active EE | $3,779 | $4,845-22.0% | $4,236-10.8% | $5,850-35.4% |
| Admin fee / account holder | $38 | $7,079-99.5% | $5,794-99.3% | $11,596-99.7% |