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 | $33,663 | $99,652-66.2% | $78,778-57.3% | $147,584-77.2% |
| Participation rate | 86.7% | 76.2%+10.4pp | 69.2%+17.5pp | 82.8%+3.8pp |
| Annual return | 13.14% | 47.28%-34.1pp | 35.62%-22.5pp | 578.55%-565.4pp |
| Employer contribution / active EE | $1,887 | $2,796-32.5% | $1,986-5.0% | $4,876-61.3% |
| Participant deferral / active EE | $4,514 | $3,664+23.2% | $2,958+52.6% | $5,439-17.0% |
| Admin fee / account holder | $19 | $7,155-99.7% | $5,134-99.6% | $10,885-99.8% |