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 | $40,229 | $102,966-60.9% | $90,281-55.4% | $152,861-73.7% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 24.24% | 95.16%-70.9pp | 78.10%-53.9pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,653 | $3,139-47.3% | $2,854-42.1% | $4,762-65.3% |
| Participant deferral / active EE | $3,613 | $4,281-15.6% | $3,885-7.0% | $5,850-38.2% |
| Admin fee / account holder | $181 | $6,171-97.1% | $5,351-96.6% | $11,596-98.4% |