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 | $60,426 | $48,570+24.4% | $130,648-53.7% | $72,985-17.2% |
| Participation rate | 70.4% | 58.6%+11.9pp | 71.7%-1.3pp | 69.5%+0.9pp |
| Annual return | 22.70% | 38.63%-15.9pp | 1708.96%-1686.3pp | 81.00%-58.3pp |
| Employer contribution / active EE | $1,496 | $1,334+12.1% | $4,092-63.5% | $2,440-38.7% |
| Participant deferral / active EE | $2,532 | $2,384+6.2% | $3,603-29.7% | $3,607-29.8% |
| Admin fee / account holder | $226 | $3,549-93.6% | $5,464-95.9% | $5,124-95.6% |