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 | $82,518 | $112,729-26.8% | $98,716-16.4% | $137,256-39.9% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.3%+8.5pp | 80.0%-2.2pp |
| Annual return | 12.78% | 38.48%-25.7pp | 31.81%-19.0pp | 220.34%-207.6pp |
| Employer contribution / active EE | $1,927 | $2,725-29.3% | $2,279-15.4% | $4,156-53.6% |
| Participant deferral / active EE | $2,063 | $4,640-55.5% | $4,048-49.0% | $6,407-67.8% |
| Admin fee / account holder | $18 | $10,129-99.8% | $8,703-99.8% | $12,270-99.9% |