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 | $67,106 | $179,726-62.7% | $156,263-57.1% | $142,382-52.9% |
| Participation rate | 80.0% | 82.1%-2.1pp | 78.9%+1.1pp | 80.1%-0.1pp |
| Annual return | 17.11% | 77.86%-60.7pp | 59.47%-42.4pp | 217.08%-200.0pp |
| Employer contribution / active EE | $1,903 | $5,069-62.5% | $4,333-56.1% | $4,299-55.7% |
| Participant deferral / active EE | $2,640 | $6,956-62.1% | $6,158-57.1% | $6,507-59.4% |
| Admin fee / account holder | $11 | $17,272-99.9% | $14,255-99.9% | $12,624-99.9% |