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 | $82,632 | $127,264-35.1% | $109,895-24.8% | $167,490-50.7% |
| Participation rate | 70.8% | 77.9%-7.0pp | 74.2%-3.4pp | 82.1%-11.3pp |
| Annual return | 13.84% | 22.97%-9.1pp | 29.45%-15.6pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,779 | $3,322-46.5% | $2,842-37.4% | $4,837-63.2% |
| Participant deferral / active EE | $2,780 | $4,514-38.4% | $4,048-31.3% | $6,341-56.2% |
| Admin fee / account holder | $256 | $7,114-96.4% | $6,066-95.8% | $12,309-97.9% |