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 | $70,445 | $85,766-17.9% | $136,294-48.3% | $70,131+0.4% |
| Participation rate | 83.9% | 74.2%+9.7pp | 81.9%+1.9pp | 69.5%+14.3pp |
| Annual return | 14.60% | 31.45%-16.9pp | 5155.94%-5141.3pp | 73.14%-58.5pp |
| Employer contribution / active EE | $1,673 | $2,966-43.6% | $4,695-64.4% | $2,342-28.6% |
| Participant deferral / active EE | $3,591 | $5,051-28.9% | $6,247-42.5% | $3,332+7.8% |
| Admin fee / account holder | $263 | $5,420-95.1% | $9,243-97.2% | $4,645-94.3% |