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 | $72,938 | $165,912-56.0% | $122,332-40.4% | $147,584-50.6% |
| Participation rate | 87.5% | 79.6%+7.9pp | 71.6%+15.9pp | 82.8%+4.7pp |
| Annual return | 14.01% | 34.55%-20.5pp | 30.27%-16.3pp | 578.55%-564.5pp |
| Employer contribution / active EE | $764 | $5,754-86.7% | $4,050-81.1% | $4,876-84.3% |
| Participant deferral / active EE | $1,551 | $4,005-61.3% | $3,287-52.8% | $5,439-71.5% |
| Admin fee / account holder | $11 | $7,424-99.9% | $5,478-99.8% | $10,885-99.9% |