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 | $73,285 | $127,777-42.6% | $106,548-31.2% | $167,490-56.2% |
| Participation rate | 87.5% | 78.3%+9.2pp | 76.1%+11.4pp | 82.1%+5.4pp |
| Annual return | 13.20% | 33.87%-20.7pp | 26.80%-13.6pp | 478.56%-465.4pp |
| Employer contribution / active EE | $1,807 | $3,427-47.3% | $2,819-35.9% | $4,837-62.7% |
| Participant deferral / active EE | $5,894 | $5,087+15.9% | $4,398+34.0% | $6,341-7.1% |
| Admin fee / account holder | $250 | $11,228-97.8% | $7,407-96.6% | $12,309-98.0% |