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 | $84,417 | $232,540-63.7% | $185,117-54.4% | $147,584-42.8% |
| Participation rate | 91.7% | 82.4%+9.3pp | 77.3%+14.4pp | 82.8%+8.8pp |
| Annual return | 12.48% | 43.03%-30.5pp | 40.50%-28.0pp | 578.55%-566.1pp |
| Employer contribution / active EE | $2,500 | $5,195-51.9% | $4,182-40.2% | $4,876-48.7% |
| Participant deferral / active EE | $3,174 | $5,834-45.6% | $5,045-37.1% | $5,439-41.6% |
| Admin fee / account holder | $195 | $10,275-98.1% | $8,159-97.6% | $10,885-98.2% |