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 | $40,524 | $76,000-46.7% | $154,107-73.7% | $64,186-36.9% |
| Participation rate | 82.8% | 70.4%+12.3pp | 83.0%-0.3pp | 69.6%+13.2pp |
| Annual return | 1.68% | 30.32%-28.6pp | 735.12%-733.4pp | 7.63%-6.0pp |
| Employer contribution / active EE | $1,262 | $3,351-62.3% | $5,298-76.2% | $2,381-47.0% |
| Participant deferral / active EE | $1,736 | $3,175-45.3% | $5,081-65.8% | $3,470-50.0% |
| Admin fee / account holder | $0 | $5,596-100.0% | $13,411-100.0% | $4,888-100.0% |