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 | $62,379 | $113,339-45.0% | $94,993-34.3% | $147,584-57.7% |
| Participation rate | 83.3% | 78.0%+5.4pp | 73.9%+9.4pp | 82.8%+0.5pp |
| Annual return | 17.16% | 20.77%-3.6pp | 27.12%-10.0pp | 578.55%-561.4pp |
| Employer contribution / active EE | $2,421 | $3,160-23.4% | $2,603-7.0% | $4,876-50.4% |
| Participant deferral / active EE | $7,451 | $3,777+97.3% | $3,317+124.6% | $5,439+37.0% |
| Admin fee / account holder | $30 | $6,063-99.5% | $4,960-99.4% | $10,885-99.7% |