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 | $75,280 | $111,754-32.6% | $103,333-27.1% | $145,922-48.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 10.09% | 24.77%-14.7pp | 24.88%-14.8pp | 561.29%-551.2pp |
| Employer contribution / active EE | $3,109 | $4,212-26.2% | $3,868-19.6% | $4,660-33.3% |
| Participant deferral / active EE | $6,035 | $5,619+7.4% | $5,057+19.3% | $6,688-9.8% |
| Admin fee / account holder | $194 | $9,750-98.0% | $8,355-97.7% | $13,397-98.6% |