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 | $87,126 | $127,065-31.4% | $113,168-23.0% | $142,382-38.8% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 16.67% | 24.03%-7.4pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,498 | $3,442-56.5% | $2,975-49.6% | $4,299-65.1% |
| Participant deferral / active EE | $2,996 | $5,716-47.6% | $5,107-41.3% | $6,507-54.0% |
| Admin fee / account holder | $116 | $15,736-99.3% | $12,068-99.0% | $12,624-99.1% |