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 | $44,440 | $102,966-56.8% | $90,281-50.8% | $152,861-70.9% |
| Participation rate | 78.9% | 75.9%+3.1pp | 73.3%+5.7pp | 82.4%-3.5pp |
| Annual return | 25.72% | 95.16%-69.4pp | 78.10%-52.4pp | 345.32%-319.6pp |
| Employer contribution / active EE | $1,032 | $3,139-67.1% | $2,854-63.8% | $4,762-78.3% |
| Participant deferral / active EE | $3,704 | $4,281-13.5% | $3,885-4.7% | $5,850-36.7% |
| Admin fee / account holder | $212 | $6,171-96.6% | $5,351-96.0% | $11,596-98.2% |