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 | $77,259 | $99,079-22.0% | $77,999-0.9% | $273,961-71.8% |
| Participation rate | 85.7% | 78.6%+7.1pp | 75.5%+10.2pp | 83.0%+2.7pp |
| Annual return | 10.12% | 217.93%-207.8pp | 425.96%-415.8pp | 41.45%-31.3pp |
| Employer contribution / active EE | $516 | $3,308-84.4% | $2,470-79.1% | $4,869-89.4% |
| Participant deferral / active EE | $3,128 | $4,306-27.4% | $3,497-10.5% | $5,287-40.8% |
| Admin fee / account holder | $165 | $8,954-98.2% | $5,480-97.0% | $10,132-98.4% |