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 | $61,193 | $101,069-39.5% | $81,478-24.9% | $147,584-58.5% |
| Participation rate | 92.3% | 74.5%+17.9pp | 68.0%+24.3pp | 82.8%+9.5pp |
| Annual return | 12.71% | 32.40%-19.7pp | 38.78%-26.1pp | 578.55%-565.8pp |
| Employer contribution / active EE | $1,049 | $3,205-67.3% | $2,568-59.1% | $4,876-78.5% |
| Participant deferral / active EE | $4,373 | $4,242+3.1% | $3,537+23.7% | $5,439-19.6% |
| Admin fee / account holder | $252 | $5,812-95.7% | $4,561-94.5% | $10,885-97.7% |