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 | $49,754 | $96,635-48.5% | $86,612-42.6% | $139,434-64.3% |
| Participation rate | 82.4% | 74.4%+8.0pp | 71.7%+10.7pp | 80.3%+2.0pp |
| Annual return | 15.92% | 106.41%-90.5pp | 591.07%-575.2pp | 372.94%-357.0pp |
| Employer contribution / active EE | $2,718 | $3,263-16.7% | $3,022-10.1% | $4,751-42.8% |
| Participant deferral / active EE | $4,846 | $4,836+0.2% | $4,438+9.2% | $6,710-27.8% |
| Admin fee / account holder | $249 | $6,408-96.1% | $5,614-95.6% | $11,403-97.8% |