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 | $66,352 | $77,899-14.8% | $149,673-55.7% | $75,163-11.7% |
| Participation rate | 70.0% | 65.6%+4.4pp | 78.8%-8.8pp | 67.2%+2.8pp |
| Annual return | 16.78% | 31.72%-14.9pp | 134.42%-117.6pp | 160.62%-143.8pp |
| Employer contribution / active EE | $1,033 | $3,137-67.1% | $4,818-78.6% | $2,670-61.3% |
| Participant deferral / active EE | $2,250 | $3,411-34.0% | $5,680-60.4% | $4,125-45.5% |
| Admin fee / account holder | $147 | $5,956-97.5% | $13,210-98.9% | $5,651-97.4% |