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 | $63,244 | $183,592-65.6% | $155,567-59.3% | $145,959-56.7% |
| Participation rate | 83.3% | 82.7%+0.7pp | 78.2%+5.1pp | 80.3%+3.0pp |
| Annual return | 23.34% | 61.24%-37.9pp | 64.74%-41.4pp | 561.95%-538.6pp |
| Employer contribution / active EE | $1,728 | $5,315-67.5% | $4,674-63.0% | $4,661-62.9% |
| Participant deferral / active EE | $2,122 | $6,464-67.2% | $5,628-62.3% | $6,689-68.3% |
| Admin fee / account holder | $36 | $19,318-99.8% | $15,916-99.8% | $13,398-99.7% |