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 | $73,795 | $109,327-32.5% | $89,391-17.4% | $158,922-53.6% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 20.05% | 345.68%-325.6pp | 245.62%-225.6pp | 302.83%-282.8pp |
| Employer contribution / active EE | $1,776 | $3,170-44.0% | $2,586-31.3% | $4,761-62.7% |
| Participant deferral / active EE | $7,006 | $4,598+52.4% | $3,890+80.1% | $5,982+17.1% |
| Admin fee / account holder | $8 | $6,153-99.9% | $4,881-99.8% | $11,246-99.9% |