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 | $58,486 | $176,377-66.8% | $134,143-56.4% | $158,922-63.2% |
| Participation rate | 75.0% | 78.7%-3.7pp | 72.2%+2.8pp | 82.0%-7.0pp |
| Annual return | 12.05% | 63.63%-51.6pp | 36.33%-24.3pp | 302.83%-290.8pp |
| Employer contribution / active EE | $294 | $5,040-94.2% | $3,704-92.1% | $4,761-93.8% |
| Participant deferral / active EE | $998 | $4,091-75.6% | $3,499-71.5% | $5,982-83.3% |
| Admin fee / account holder | $176 | $8,718-98.0% | $6,684-97.4% | $11,246-98.4% |