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 | $67,687 | $117,983-42.6% | $101,794-33.5% | $142,382-52.5% |
| Participation rate | 93.3% | 74.2%+19.1pp | 69.2%+24.1pp | 80.1%+13.2pp |
| Annual return | 19.78% | 36.92%-17.1pp | 30.53%-10.7pp | 217.08%-197.3pp |
| Employer contribution / active EE | $2,524 | $2,773-9.0% | $2,289+10.3% | $4,299-41.3% |
| Participant deferral / active EE | $6,984 | $4,714+48.2% | $4,084+71.0% | $6,507+7.3% |
| Admin fee / account holder | $65 | $10,433-99.4% | $8,777-99.3% | $12,624-99.5% |