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 | $45,007 | $99,652-54.8% | $78,778-42.9% | $147,584-69.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.2%+10.8pp | 82.8%-2.8pp |
| Annual return | 18.25% | 47.28%-29.0pp | 35.62%-17.4pp | 578.55%-560.3pp |
| Employer contribution / active EE | $637 | $2,796-77.2% | $1,986-67.9% | $4,876-86.9% |
| Participant deferral / active EE | $1,328 | $3,664-63.7% | $2,958-55.1% | $5,439-75.6% |
| Admin fee / account holder | $171 | $7,155-97.6% | $5,134-96.7% | $10,885-98.4% |