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 | $60,245 | $107,334-43.9% | $92,893-35.1% | $152,861-60.6% |
| Participation rate | 92.3% | 79.8%+12.5pp | 76.0%+16.3pp | 82.4%+9.9pp |
| Annual return | 32.48% | 145.58%-113.1pp | 109.41%-76.9pp | 345.32%-312.8pp |
| Employer contribution / active EE | $1,908 | $4,221-54.8% | $3,653-47.8% | $4,762-59.9% |
| Participant deferral / active EE | $3,522 | $4,845-27.3% | $4,236-16.9% | $5,850-39.8% |
| Admin fee / account holder | $280 | $7,079-96.0% | $5,794-95.2% | $11,596-97.6% |