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 | $70,173 | $111,754-37.2% | $103,333-32.1% | $145,922-51.9% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.83% | 24.77%-14.9pp | 24.88%-15.1pp | 561.29%-551.5pp |
| Employer contribution / active EE | $1,729 | $4,212-59.0% | $3,868-55.3% | $4,660-62.9% |
| Participant deferral / active EE | $10,803 | $5,619+92.3% | $5,057+113.6% | $6,688+61.5% |
| Admin fee / account holder | $66 | $9,750-99.3% | $8,355-99.2% | $13,397-99.5% |