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 | $38,578 | $100,041-61.4% | $149,718-74.2% | $70,131-45.0% |
| Participation rate | 73.1% | 83.6%-10.5pp | 87.1%-14.0pp | 69.5%+3.5pp |
| Annual return | 22.40% | 27.43%-5.0pp | 1501.63%-1479.2pp | 73.14%-50.7pp |
| Employer contribution / active EE | $2,075 | $3,662-43.3% | $5,445-61.9% | $2,342-11.4% |
| Participant deferral / active EE | $3,474 | $4,983-30.3% | $6,569-47.1% | $3,332+4.3% |
| Admin fee / account holder | $98 | $8,286-98.8% | $11,283-99.1% | $4,645-97.9% |