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 | $85,994 | $135,952-36.7% | $123,892-30.6% | $273,961-68.6% |
| Participation rate | 95.2% | 84.1%+11.2pp | 81.4%+13.8pp | 83.0%+12.2pp |
| Annual return | 7.12% | 56.63%-49.5pp | 47.52%-40.4pp | 41.45%-34.3pp |
| Employer contribution / active EE | $1,434 | $5,170-72.3% | $4,617-68.9% | $4,869-70.6% |
| Participant deferral / active EE | $4,267 | $6,343-32.7% | $5,984-28.7% | $5,287-19.3% |
| Admin fee / account holder | $25 | $9,817-99.7% | $8,357-99.7% | $10,132-99.8% |