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 | $68,086 | $175,202-61.1% | $149,673-54.5% | $139,434-51.2% |
| Participation rate | 87.5% | 83.4%+4.1pp | 78.8%+8.7pp | 80.3%+7.2pp |
| Annual return | 17.95% | 166.71%-148.8pp | 134.42%-116.5pp | 372.94%-355.0pp |
| Employer contribution / active EE | $1,527 | $5,474-72.1% | $4,818-68.3% | $4,751-67.9% |
| Participant deferral / active EE | $5,358 | $6,519-17.8% | $5,680-5.7% | $6,710-20.1% |
| Admin fee / account holder | $38 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |