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 | $79,222 | $159,901-50.5% | $146,958-46.1% | $145,922-45.7% |
| Participation rate | 81.0% | 84.0%-3.0pp | 82.2%-1.2pp | 80.3%+0.7pp |
| Annual return | 12.54% | 98.13%-85.6pp | 418.34%-405.8pp | 561.29%-548.7pp |
| Employer contribution / active EE | $2,292 | $5,286-56.6% | $4,933-53.5% | $4,660-50.8% |
| Participant deferral / active EE | $5,808 | $8,428-31.1% | $8,070-28.0% | $6,688-13.2% |
| Admin fee / account holder | $9 | $15,044-99.9% | $12,998-99.9% | $13,397-99.9% |