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 | $59,268 | $124,281-52.3% | $109,143-45.7% | $167,490-64.6% |
| Participation rate | 83.3% | 79.4%+3.9pp | 75.9%+7.5pp | 82.1%+1.2pp |
| Annual return | 9.82% | 26.04%-16.2pp | 25.75%-15.9pp | 478.56%-468.7pp |
| Employer contribution / active EE | $925 | $4,207-78.0% | $3,722-75.2% | $4,837-80.9% |
| Participant deferral / active EE | $4,724 | $5,255-10.1% | $4,653+1.5% | $6,341-25.5% |
| Admin fee / account holder | $259 | $7,970-96.7% | $6,752-96.2% | $12,309-97.9% |