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 | $67,699 | $183,519-63.1% | $155,509-56.5% | $145,922-53.6% |
| Participation rate | 77.8% | 82.7%-4.9pp | 78.2%-0.4pp | 80.3%-2.5pp |
| Annual return | 12.04% | 61.17%-49.1pp | 64.67%-52.6pp | 561.29%-549.3pp |
| Employer contribution / active EE | $1,626 | $5,313-69.4% | $4,672-65.2% | $4,660-65.1% |
| Participant deferral / active EE | $3,387 | $6,462-47.6% | $5,626-39.8% | $6,688-49.4% |
| Admin fee / account holder | $111 | $19,313-99.4% | $15,912-99.3% | $13,397-99.2% |