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 | $54,362 | $100,041-45.7% | $149,718-63.7% | $70,131-22.5% |
| Participation rate | 85.7% | 83.6%+2.1pp | 87.1%-1.4pp | 69.5%+16.2pp |
| Annual return | 14.17% | 27.43%-13.3pp | 1501.63%-1487.5pp | 73.14%-59.0pp |
| Employer contribution / active EE | $1,321 | $3,662-63.9% | $5,445-75.7% | $2,342-43.6% |
| Participant deferral / active EE | $2,570 | $4,983-48.4% | $6,569-60.9% | $3,332-22.8% |
| Admin fee / account holder | $125 | $8,286-98.5% | $11,283-98.9% | $4,645-97.3% |