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 | $67,946 | $175,202-61.2% | $149,673-54.6% | $139,434-51.3% |
| Participation rate | 90.0% | 83.4%+6.6pp | 78.8%+11.2pp | 80.3%+9.7pp |
| Annual return | 17.64% | 166.71%-149.1pp | 134.42%-116.8pp | 372.94%-355.3pp |
| Employer contribution / active EE | $2,555 | $5,474-53.3% | $4,818-47.0% | $4,751-46.2% |
| Participant deferral / active EE | $4,830 | $6,519-25.9% | $5,680-15.0% | $6,710-28.0% |
| Admin fee / account holder | $16 | $16,150-99.9% | $13,210-99.9% | $11,403-99.9% |