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 | $58,807 | $232,540-74.7% | $185,117-68.2% | $147,584-60.2% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 17.55% | 43.03%-25.5pp | 40.50%-22.9pp | 578.55%-561.0pp |
| Employer contribution / active EE | $1,636 | $5,195-68.5% | $4,182-60.9% | $4,876-66.5% |
| Participant deferral / active EE | $9,600 | $5,834+64.6% | $5,045+90.3% | $5,439+76.5% |
| Admin fee / account holder | $10 | $10,275-99.9% | $8,159-99.9% | $10,885-99.9% |