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 | $77,533 | $158,398-51.1% | $126,539-38.7% | $142,382-45.5% |
| Participation rate | 70.0% | 75.8%-5.8pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 14.29% | 593.76%-579.5pp | 425.95%-411.7pp | 217.08%-202.8pp |
| Employer contribution / active EE | $2,326 | $4,650-50.0% | $3,674-36.7% | $4,299-45.9% |
| Participant deferral / active EE | $6,525 | $4,767+36.9% | $4,083+59.8% | $6,507+0.3% |
| Admin fee / account holder | $5 | $6,918-99.9% | $6,065-99.9% | $12,624-100.0% |