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 | $30,364 | $117,381-74.1% | $99,443-69.5% | $152,861-80.1% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 21.21% | 31.87%-10.7pp | 30.72%-9.5pp | 345.32%-324.1pp |
| Employer contribution / active EE | $1,049 | $3,013-65.2% | $2,540-58.7% | $4,762-78.0% |
| Participant deferral / active EE | $1,968 | $4,086-51.8% | $3,619-45.6% | $5,850-66.4% |
| Admin fee / account holder | $298 | $7,631-96.1% | $6,250-95.2% | $11,596-97.4% |