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 | $31,569 | $162,781-80.6% | $133,956-76.4% | $158,922-80.1% |
| Participation rate | 84.6% | 83.2%+1.4pp | 79.8%+4.8pp | 82.0%+2.7pp |
| Annual return | 20.07% | 41.94%-21.9pp | 45.09%-25.0pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,862 | $4,975-62.6% | $3,919-52.5% | $4,761-60.9% |
| Participant deferral / active EE | $4,158 | $5,911-29.7% | $5,048-17.6% | $5,982-30.5% |
| Admin fee / account holder | $214 | $11,736-98.2% | $8,927-97.6% | $11,246-98.1% |