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 | $37,175 | $104,251-64.3% | $91,001-59.1% | $147,584-74.8% |
| Participation rate | 70.6% | 78.2%-7.7pp | 75.6%-5.0pp | 82.8%-12.2pp |
| Annual return | 23.75% | 27.06%-3.3pp | 4.60%+19.2pp | 578.55%-554.8pp |
| Employer contribution / active EE | $2,429 | $3,116-22.0% | $2,456-1.1% | $4,876-50.2% |
| Participant deferral / active EE | $4,720 | $4,195+12.5% | $3,547+33.0% | $5,439-13.2% |
| Admin fee / account holder | $0 | $8,948-100.0% | $5,417-100.0% | $10,885-100.0% |