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 | $76,516 | $102,966-25.7% | $90,281-15.2% | $152,861-49.9% |
| Participation rate | 75.0% | 75.9%-0.9pp | 73.3%+1.7pp | 82.4%-7.4pp |
| Annual return | 20.06% | 95.16%-75.1pp | 78.10%-58.0pp | 345.32%-325.3pp |
| Employer contribution / active EE | $989 | $3,139-68.5% | $2,854-65.3% | $4,762-79.2% |
| Participant deferral / active EE | $2,278 | $4,281-46.8% | $3,885-41.4% | $5,850-61.1% |
| Admin fee / account holder | $76 | $6,171-98.8% | $5,351-98.6% | $11,596-99.3% |