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 | $81,355 | $99,652-18.4% | $78,778+3.3% | $147,584-44.9% |
| Participation rate | 85.7% | 76.2%+9.5pp | 69.2%+16.5pp | 82.8%+2.9pp |
| Annual return | 17.42% | 47.28%-29.9pp | 35.62%-18.2pp | 578.55%-561.1pp |
| Employer contribution / active EE | $470 | $2,796-83.2% | $1,986-76.3% | $4,876-90.4% |
| Participant deferral / active EE | $3,122 | $3,664-14.8% | $2,958+5.5% | $5,439-42.6% |
| Admin fee / account holder | $265 | $7,155-96.3% | $5,134-94.8% | $10,885-97.6% |