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 | $59,697 | $107,334-44.4% | $92,893-35.7% | $152,861-60.9% |
| Participation rate | 88.9% | 79.8%+9.1pp | 76.0%+12.9pp | 82.4%+6.4pp |
| Annual return | 20.93% | 145.58%-124.6pp | 109.41%-88.5pp | 345.32%-324.4pp |
| Employer contribution / active EE | $1,238 | $4,221-70.7% | $3,653-66.1% | $4,762-74.0% |
| Participant deferral / active EE | $3,848 | $4,845-20.6% | $4,236-9.2% | $5,850-34.2% |
| Admin fee / account holder | $35 | $7,079-99.5% | $5,794-99.4% | $11,596-99.7% |