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 | $67,515 | $85,202-20.8% | $172,739-60.9% | $72,985-7.5% |
| Participation rate | 70.4% | 70.1%+0.3pp | 82.6%-12.3pp | 69.5%+0.9pp |
| Annual return | 22.53% | 27.32%-4.8pp | 802.84%-780.3pp | 81.00%-58.5pp |
| Employer contribution / active EE | $1,404 | $3,324-57.8% | $5,143-72.7% | $2,440-42.5% |
| Participant deferral / active EE | $2,302 | $3,260-29.4% | $5,198-55.7% | $3,607-36.2% |
| Admin fee / account holder | $259 | $5,884-95.6% | $13,954-98.1% | $5,124-94.9% |