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 | $67,723 | $111,754-39.4% | $103,333-34.5% | $145,922-53.6% |
| Participation rate | 89.5% | 77.9%+11.5pp | 74.5%+15.0pp | 80.3%+9.2pp |
| Annual return | 11.36% | 24.77%-13.4pp | 24.88%-13.5pp | 561.29%-549.9pp |
| Employer contribution / active EE | $1,586 | $4,212-62.3% | $3,868-59.0% | $4,660-66.0% |
| Participant deferral / active EE | $2,171 | $5,619-61.4% | $5,057-57.1% | $6,688-67.5% |
| Admin fee / account holder | $299 | $9,750-96.9% | $8,355-96.4% | $13,397-97.8% |