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 | $66,020 | $111,754-40.9% | $103,333-36.1% | $145,922-54.8% |
| Participation rate | 72.2% | 77.9%-5.7pp | 74.5%-2.3pp | 80.3%-8.1pp |
| Annual return | 18.78% | 24.77%-6.0pp | 24.88%-6.1pp | 561.29%-542.5pp |
| Employer contribution / active EE | $1,788 | $4,212-57.5% | $3,868-53.8% | $4,660-61.6% |
| Participant deferral / active EE | $4,006 | $5,619-28.7% | $5,057-20.8% | $6,688-40.1% |
| Admin fee / account holder | $220 | $9,750-97.7% | $8,355-97.4% | $13,397-98.4% |