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 | $59,771 | $124,319-51.9% | $111,297-46.3% | $167,490-64.3% |
| Participation rate | 82.4% | 79.6%+2.7pp | 77.3%+5.0pp | 82.1%+0.2pp |
| Annual return | 16.50% | 37.44%-20.9pp | 54.65%-38.2pp | 478.56%-462.1pp |
| Employer contribution / active EE | $2,126 | $3,435-38.1% | $2,731-22.2% | $4,837-56.1% |
| Participant deferral / active EE | $3,473 | $5,180-33.0% | $4,487-22.6% | $6,341-45.2% |
| Admin fee / account holder | $279 | $10,618-97.4% | $7,964-96.5% | $12,309-97.7% |