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 | $61,781 | $104,251-40.7% | $91,001-32.1% | $147,584-58.1% |
| Participation rate | 91.7% | 78.2%+13.4pp | 75.6%+16.1pp | 82.8%+8.8pp |
| Annual return | 11.97% | 27.06%-15.1pp | 4.60%+7.4pp | 578.55%-566.6pp |
| Employer contribution / active EE | $1,986 | $3,116-36.3% | $2,456-19.1% | $4,876-59.3% |
| Participant deferral / active EE | $3,289 | $4,195-21.6% | $3,547-7.3% | $5,439-39.5% |
| Admin fee / account holder | $79 | $8,948-99.1% | $5,417-98.5% | $10,885-99.3% |