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 | $43,596 | $115,770-62.3% | $101,248-56.9% | $158,922-72.6% |
| Participation rate | 82.4% | 79.4%+3.0pp | 75.8%+6.5pp | 82.0%+0.4pp |
| Annual return | 14.54% | 56.14%-41.6pp | 46.47%-31.9pp | 302.83%-288.3pp |
| Employer contribution / active EE | $2,570 | $4,175-38.4% | $3,660-29.8% | $4,761-46.0% |
| Participant deferral / active EE | $4,660 | $4,957-6.0% | $4,370+6.6% | $5,982-22.1% |
| Admin fee / account holder | $34 | $7,245-99.5% | $5,945-99.4% | $11,246-99.7% |