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 | $62,229 | $111,754-44.3% | $103,333-39.8% | $145,922-57.4% |
| Participation rate | 100.0% | 77.9%+22.1pp | 74.5%+25.5pp | 80.3%+19.7pp |
| Annual return | 9.22% | 24.77%-15.5pp | 24.88%-15.7pp | 561.29%-552.1pp |
| Employer contribution / active EE | $3,098 | $4,212-26.5% | $3,868-19.9% | $4,660-33.5% |
| Participant deferral / active EE | $5,221 | $5,619-7.1% | $5,057+3.2% | $6,688-21.9% |
| Admin fee / account holder | $255 | $9,750-97.4% | $8,355-96.9% | $13,397-98.1% |