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 | $28,502 | $101,069-71.8% | $81,478-65.0% | $147,584-80.7% |
| Participation rate | 71.4% | 74.5%-3.0pp | 68.0%+3.5pp | 82.8%-11.4pp |
| Annual return | 150.21% | 32.40%+117.8pp | 38.78%+111.4pp | 578.55%-428.3pp |
| Employer contribution / active EE | $2,943 | $3,205-8.2% | $2,568+14.6% | $4,876-39.6% |
| Participant deferral / active EE | $2,958 | $4,242-30.3% | $3,537-16.3% | $5,439-45.6% |
| Admin fee / account holder | $167 | $5,812-97.1% | $4,561-96.3% | $10,885-98.5% |