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 | $77,695 | $111,754-30.5% | $103,333-24.8% | $145,922-46.8% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.5%+11.2pp | 80.3%+5.4pp |
| Annual return | 12.73% | 24.77%-12.0pp | 24.88%-12.2pp | 561.29%-548.6pp |
| Employer contribution / active EE | $1,470 | $4,212-65.1% | $3,868-62.0% | $4,660-68.4% |
| Participant deferral / active EE | $3,147 | $5,619-44.0% | $5,057-37.8% | $6,688-52.9% |
| Admin fee / account holder | $140 | $9,750-98.6% | $8,355-98.3% | $13,397-99.0% |