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 | $68,384 | $111,724-38.8% | $93,606-26.9% | $145,922-53.1% |
| Participation rate | 83.3% | 74.2%+9.1pp | 68.7%+14.6pp | 80.3%+3.1pp |
| Annual return | 26.07% | 202.98%-176.9pp | 133.20%-107.1pp | 561.29%-535.2pp |
| Employer contribution / active EE | $1,557 | $3,090-49.6% | $2,420-35.7% | $4,660-66.6% |
| Participant deferral / active EE | $2,022 | $4,912-58.8% | $4,411-54.2% | $6,688-69.8% |
| Admin fee / account holder | $182 | $10,250-98.2% | $8,285-97.8% | $13,397-98.6% |