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 | $53,702 | $109,817-51.1% | $98,442-45.4% | $167,490-67.9% |
| Participation rate | 91.7% | 75.8%+15.8pp | 73.3%+18.3pp | 82.1%+9.6pp |
| Annual return | 18.89% | 1956.69%-1937.8pp | 1492.73%-1473.8pp | 478.56%-459.7pp |
| Employer contribution / active EE | $1,618 | $3,224-49.8% | $2,960-45.4% | $4,837-66.6% |
| Participant deferral / active EE | $3,306 | $4,673-29.3% | $4,276-22.7% | $6,341-47.9% |
| Admin fee / account holder | $259 | $6,753-96.2% | $5,949-95.6% | $12,309-97.9% |