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 | $67,967 | $101,069-32.8% | $81,478-16.6% | $147,584-53.9% |
| Participation rate | 72.7% | 74.5%-1.7pp | 68.0%+4.8pp | 82.8%-10.1pp |
| Annual return | 8.31% | 32.40%-24.1pp | 38.78%-30.5pp | 578.55%-570.2pp |
| Employer contribution / active EE | $1,236 | $3,205-61.4% | $2,568-51.9% | $4,876-74.6% |
| Participant deferral / active EE | $4,395 | $4,242+3.6% | $3,537+24.3% | $5,439-19.2% |
| Admin fee / account holder | $89 | $5,812-98.5% | $4,561-98.1% | $10,885-99.2% |