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 | $76,900 | $102,616-25.1% | $81,983-6.2% | $158,922-51.6% |
| Participation rate | 76.2% | 75.5%+0.7pp | 69.2%+6.9pp | 82.0%-5.8pp |
| Annual return | 13.61% | 61.04%-47.4pp | 41.31%-27.7pp | 302.83%-289.2pp |
| Employer contribution / active EE | $1,191 | $3,240-63.2% | $2,498-52.3% | $4,761-75.0% |
| Participant deferral / active EE | $2,605 | $4,648-44.0% | $3,722-30.0% | $5,982-56.5% |
| Admin fee / account holder | $62 | $8,235-99.2% | $5,664-98.9% | $11,246-99.4% |