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 | $64,820 | $158,398-59.1% | $126,539-48.8% | $142,382-54.5% |
| Participation rate | 75.0% | 75.8%-0.8pp | 69.8%+5.2pp | 80.1%-5.1pp |
| Annual return | 14.39% | 593.76%-579.4pp | 425.95%-411.6pp | 217.08%-202.7pp |
| Employer contribution / active EE | $1,027 | $4,650-77.9% | $3,674-72.0% | $4,299-76.1% |
| Participant deferral / active EE | $4,519 | $4,767-5.2% | $4,083+10.7% | $6,507-30.6% |
| Admin fee / account holder | $20 | $6,918-99.7% | $6,065-99.7% | $12,624-99.8% |