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 | $68,702 | $79,449-13.5% | $189,557-63.8% | $85,850-20.0% |
| Participation rate | 71.4% | 66.0%+5.4pp | 78.4%-7.0pp | 69.3%+2.1pp |
| Annual return | 13.64% | 18.45%-4.8pp | 64.17%-50.5pp | 318.53%-304.9pp |
| Employer contribution / active EE | $686 | $2,081-67.0% | $4,412-84.5% | $2,565-73.3% |
| Participant deferral / active EE | $3,762 | $4,051-7.1% | $6,174-39.1% | $3,952-4.8% |
| Admin fee / account holder | $5 | $5,377-99.9% | $9,807-99.9% | $6,260-99.9% |