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 | $40,398 | $101,763-60.3% | $164,866-75.5% | $80,874-50.0% |
| Participation rate | 96.7% | 71.8%+24.8pp | 78.6%+18.1pp | 67.6%+29.0pp |
| Annual return | 14.32% | 16.73%-2.4pp | 69.97%-55.6pp | 35.62%-21.3pp |
| Employer contribution / active EE | $1,633 | $2,954-44.7% | $4,343-62.4% | $2,756-40.7% |
| Participant deferral / active EE | $3,677 | $4,477-17.9% | $6,033-39.1% | $4,297-14.4% |
| Admin fee / account holder | $244 | $8,228-97.0% | $12,689-98.1% | $6,935-96.5% |