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 | $29,070 | $109,327-73.4% | $89,391-67.5% | $158,922-81.7% |
| Participation rate | 92.3% | 74.3%+18.0pp | 68.0%+24.3pp | 82.0%+10.3pp |
| Annual return | 16.56% | 345.68%-329.1pp | 245.62%-229.1pp | 302.83%-286.3pp |
| Employer contribution / active EE | $1,690 | $3,170-46.7% | $2,586-34.6% | $4,761-64.5% |
| Participant deferral / active EE | $4,896 | $4,598+6.5% | $3,890+25.9% | $5,982-18.2% |
| Admin fee / account holder | $143 | $6,153-97.7% | $4,881-97.1% | $11,246-98.7% |