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 | $67,989 | $135,952-50.0% | $123,892-45.1% | $273,961-75.2% |
| Participation rate | 87.5% | 84.1%+3.4pp | 81.4%+6.1pp | 83.0%+4.5pp |
| Annual return | 7.48% | 56.63%-49.2pp | 47.52%-40.0pp | 41.45%-34.0pp |
| Employer contribution / active EE | $1,308 | $5,170-74.7% | $4,617-71.7% | $4,869-73.1% |
| Participant deferral / active EE | $2,668 | $6,343-57.9% | $5,984-55.4% | $5,287-49.5% |
| Admin fee / account holder | $23 | $9,817-99.8% | $8,357-99.7% | $10,132-99.8% |