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 | $80,758 | $99,652-19.0% | $78,778+2.5% | $147,584-45.3% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 9.73% | 47.28%-37.6pp | 35.62%-25.9pp | 578.55%-568.8pp |
| Employer contribution / active EE | $1,080 | $2,796-61.4% | $1,986-45.6% | $4,876-77.8% |
| Participant deferral / active EE | $1,228 | $3,664-66.5% | $2,958-58.5% | $5,439-77.4% |
| Admin fee / account holder | $134 | $7,155-98.1% | $5,134-97.4% | $10,885-98.8% |