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 | $57,216 | $135,952-57.9% | $123,892-53.8% | $273,961-79.1% |
| Participation rate | 92.3% | 84.1%+8.2pp | 81.4%+10.9pp | 83.0%+9.3pp |
| Annual return | 8.90% | 56.63%-47.7pp | 47.52%-38.6pp | 41.45%-32.6pp |
| Employer contribution / active EE | $1,800 | $5,170-65.2% | $4,617-61.0% | $4,869-63.0% |
| Participant deferral / active EE | $4,013 | $6,343-36.7% | $5,984-32.9% | $5,287-24.1% |
| Admin fee / account holder | $20 | $9,817-99.8% | $8,357-99.8% | $10,132-99.8% |