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 | $40,229 | $89,355-55.0% | $141,162-71.5% | $72,985-44.9% |
| Participation rate | 96.0% | 75.1%+20.9pp | 82.5%+13.5pp | 69.5%+26.5pp |
| Annual return | 24.59% | 111.85%-87.3pp | 71.39%-46.8pp | 81.00%-56.4pp |
| Employer contribution / active EE | $1,889 | $3,114-39.3% | $4,735-60.1% | $2,440-22.6% |
| Participant deferral / active EE | $4,455 | $5,418-17.8% | $6,709-33.6% | $3,607+23.5% |
| Admin fee / account holder | $3 | $5,958-99.9% | $10,261-100.0% | $5,124-99.9% |