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 | $67,725 | $160,055-57.7% | $140,016-51.6% | $135,375-50.0% |
| Participation rate | 82.4% | 88.5%-6.2pp | 87.5%-5.1pp | 82.6%-0.3pp |
| Annual return | 1.67% | 911.38%-909.7pp | 651.12%-649.4pp | 519.73%-518.1pp |
| Employer contribution / active EE | $2,396 | $6,420-62.7% | $5,606-57.3% | $4,779-49.9% |
| Participant deferral / active EE | $4,091 | $7,642-46.5% | $6,927-40.9% | $5,609-27.1% |
| Admin fee / account holder | $8 | $13,328-99.9% | $10,705-99.9% | $10,827-99.9% |