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 | $90,594 | $112,729-19.6% | $98,716-8.2% | $137,256-34.0% |
| Participation rate | 71.4% | 74.2%-2.8pp | 69.3%+2.1pp | 80.0%-8.5pp |
| Annual return | 14.68% | 38.48%-23.8pp | 31.81%-17.1pp | 220.34%-205.7pp |
| Employer contribution / active EE | $791 | $2,725-71.0% | $2,279-65.3% | $4,156-81.0% |
| Participant deferral / active EE | $3,125 | $4,640-32.7% | $4,048-22.8% | $6,407-51.2% |
| Admin fee / account holder | $8 | $10,129-99.9% | $8,703-99.9% | $12,270-99.9% |