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 | $67,899 | $176,812-61.6% | $146,665-53.7% | $167,490-59.5% |
| Participation rate | 77.3% | 83.6%-6.3pp | 80.1%-2.8pp | 82.1%-4.8pp |
| Annual return | 9.43% | 24.03%-14.6pp | 22.74%-13.3pp | 478.56%-469.1pp |
| Employer contribution / active EE | $1,932 | $5,160-62.6% | $4,136-53.3% | $4,837-60.1% |
| Participant deferral / active EE | $5,038 | $6,440-21.8% | $5,506-8.5% | $6,341-20.6% |
| Admin fee / account holder | $295 | $13,259-97.8% | $10,280-97.1% | $12,309-97.6% |