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 | $58,582 | $85,202-31.2% | $172,739-66.1% | $72,985-19.7% |
| Participation rate | 85.0% | 70.1%+14.9pp | 82.6%+2.4pp | 69.5%+15.5pp |
| Annual return | 24.13% | 27.32%-3.2pp | 802.84%-778.7pp | 81.00%-56.9pp |
| Employer contribution / active EE | $1,442 | $3,324-56.6% | $5,143-72.0% | $2,440-40.9% |
| Participant deferral / active EE | $4,417 | $3,260+35.5% | $5,198-15.0% | $3,607+22.4% |
| Admin fee / account holder | $138 | $5,884-97.7% | $13,954-99.0% | $5,124-97.3% |