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 | $84,843 | $127,065-33.2% | $113,168-25.0% | $142,382-40.4% |
| Participation rate | 71.4% | 79.2%-7.8pp | 76.6%-5.1pp | 80.1%-8.7pp |
| Annual return | 15.52% | 24.03%-8.5pp | 24.27%-8.8pp | 217.08%-201.6pp |
| Employer contribution / active EE | $1,558 | $3,442-54.7% | $2,975-47.6% | $4,299-63.8% |
| Participant deferral / active EE | $2,294 | $5,716-59.9% | $5,107-55.1% | $6,507-64.7% |
| Admin fee / account holder | $62 | $15,736-99.6% | $12,068-99.5% | $12,624-99.5% |