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 | $28,836 | $85,766-66.4% | $136,294-78.8% | $70,131-58.9% |
| Participation rate | 84.0% | 74.2%+9.8pp | 81.9%+2.1pp | 69.5%+14.5pp |
| Annual return | 20.72% | 31.45%-10.7pp | 5155.94%-5135.2pp | 73.14%-52.4pp |
| Employer contribution / active EE | $2,630 | $2,966-11.3% | $4,695-44.0% | $2,342+12.3% |
| Participant deferral / active EE | $4,227 | $5,051-16.3% | $6,247-32.3% | $3,332+26.9% |
| Admin fee / account holder | $78 | $5,420-98.6% | $9,243-99.2% | $4,645-98.3% |