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 | $23,606 | $89,355-73.6% | $141,162-83.3% | $72,985-67.7% |
| Participation rate | 83.3% | 75.1%+8.2pp | 82.5%+0.9pp | 69.5%+13.8pp |
| Annual return | 127.55% | 111.85%+15.7pp | 71.39%+56.2pp | 81.00%+46.5pp |
| Employer contribution / active EE | $2,719 | $3,114-12.7% | $4,735-42.6% | $2,440+11.4% |
| Participant deferral / active EE | $5,632 | $5,418+3.9% | $6,709-16.1% | $3,607+56.1% |
| Admin fee / account holder | $235 | $5,958-96.1% | $10,261-97.7% | $5,124-95.4% |