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 | $74,095 | $89,355-17.1% | $141,162-47.5% | $72,985+1.5% |
| Participation rate | 73.9% | 75.1%-1.2pp | 82.5%-8.6pp | 69.5%+4.4pp |
| Annual return | 20.07% | 111.85%-91.8pp | 71.39%-51.3pp | 81.00%-60.9pp |
| Employer contribution / active EE | $1,149 | $3,114-63.1% | $4,735-75.7% | $2,440-52.9% |
| Participant deferral / active EE | $2,343 | $5,418-56.8% | $6,709-65.1% | $3,607-35.1% |
| Admin fee / account holder | $197 | $5,958-96.7% | $10,261-98.1% | $5,124-96.2% |