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 | $117,983-30.1% | $101,794-18.9% | $142,382-42.0% |
| Participation rate | 77.8% | 74.2%+3.6pp | 69.2%+8.6pp | 80.1%-2.3pp |
| Annual return | 12.78% | 36.92%-24.1pp | 30.53%-17.7pp | 217.08%-204.3pp |
| Employer contribution / active EE | $1,927 | $2,773-30.5% | $2,289-15.8% | $4,299-55.2% |
| Participant deferral / active EE | $2,063 | $4,714-56.2% | $4,084-49.5% | $6,507-68.3% |
| Admin fee / account holder | $18 | $10,433-99.8% | $8,777-99.8% | $12,624-99.9% |