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 | $66,379 | $165,335-59.9% | $149,696-55.7% | $158,922-58.2% |
| Participation rate | 88.9% | 84.6%+4.3pp | 82.5%+6.4pp | 82.0%+6.9pp |
| Annual return | 16.31% | 348.15%-331.8pp | 276.60%-260.3pp | 302.83%-286.5pp |
| Employer contribution / active EE | $2,995 | $5,103-41.3% | $4,644-35.5% | $4,761-37.1% |
| Participant deferral / active EE | $6,603 | $7,181-8.0% | $6,842-3.5% | $5,982+10.4% |
| Admin fee / account holder | $39 | $10,807-99.6% | $9,309-99.6% | $11,246-99.7% |