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 | $35,654 | $85,766-58.4% | $136,294-73.8% | $70,131-49.2% |
| Participation rate | 88.9% | 74.2%+14.7pp | 81.9%+7.0pp | 69.5%+19.3pp |
| Annual return | 15.95% | 31.45%-15.5pp | 5155.94%-5140.0pp | 73.14%-57.2pp |
| Employer contribution / active EE | $1,778 | $2,966-40.0% | $4,695-62.1% | $2,342-24.1% |
| Participant deferral / active EE | $2,303 | $5,051-54.4% | $6,247-63.1% | $3,332-30.9% |
| Admin fee / account holder | $261 | $5,420-95.2% | $9,243-97.2% | $4,645-94.4% |