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 | $59,986 | $162,781-63.1% | $133,956-55.2% | $158,922-62.3% |
| Participation rate | 80.0% | 83.2%-3.2pp | 79.8%+0.2pp | 82.0%-2.0pp |
| Annual return | 23.34% | 41.94%-18.6pp | 45.09%-21.8pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,604 | $4,975-67.8% | $3,919-59.1% | $4,761-66.3% |
| Participant deferral / active EE | $2,353 | $5,911-60.2% | $5,048-53.4% | $5,982-60.7% |
| Admin fee / account holder | $151 | $11,736-98.7% | $8,927-98.3% | $11,246-98.7% |