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 | $63,084 | $105,181-40.0% | $159,436-60.4% | $85,850-26.5% |
| Participation rate | 78.1% | 75.8%+2.4pp | 82.8%-4.7pp | 69.3%+8.8pp |
| Annual return | 14.17% | 45.07%-30.9pp | 263.57%-249.4pp | 318.53%-304.4pp |
| Employer contribution / active EE | $1,512 | $3,318-54.4% | $4,829-68.7% | $2,565-41.1% |
| Participant deferral / active EE | $5,045 | $5,945-15.1% | $7,352-31.4% | $3,952+27.7% |
| Admin fee / account holder | -$23 | $6,933-100.3% | $10,799-100.2% | $6,260-100.4% |