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 | $87,569 | $118,450-26.1% | $98,439-11.0% | $139,434-37.2% |
| Participation rate | 85.7% | 77.4%+8.3pp | 75.2%+10.6pp | 80.3%+5.4pp |
| Annual return | 25.67% | 18.94%+6.7pp | 21.16%+4.5pp | 372.94%-347.3pp |
| Employer contribution / active EE | $1,503 | $3,609-58.4% | $3,048-50.7% | $4,751-68.4% |
| Participant deferral / active EE | $2,630 | $5,392-51.2% | $4,738-44.5% | $6,710-60.8% |
| Admin fee / account holder | $34 | $14,026-99.8% | $8,948-99.6% | $11,403-99.7% |