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 | $41,512 | $165,912-75.0% | $122,332-66.1% | $147,584-71.9% |
| Participation rate | 73.9% | 79.6%-5.7pp | 71.6%+2.3pp | 82.8%-8.9pp |
| Annual return | 18.20% | 34.55%-16.4pp | 30.27%-12.1pp | 578.55%-560.4pp |
| Employer contribution / active EE | $2,423 | $5,754-57.9% | $4,050-40.2% | $4,876-50.3% |
| Participant deferral / active EE | $3,849 | $4,005-3.9% | $3,287+17.1% | $5,439-29.2% |
| Admin fee / account holder | $210 | $7,424-97.2% | $5,478-96.2% | $10,885-98.1% |