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 | $59,729 | $104,475-42.8% | $159,436-62.5% | $79,386-24.8% |
| Participation rate | 71.0% | 76.6%-5.6pp | 82.8%-11.8pp | 70.7%+0.3pp |
| Annual return | 16.58% | 67.95%-51.4pp | 263.57%-247.0pp | 116.85%-100.3pp |
| Employer contribution / active EE | $2,040 | $3,417-40.3% | $4,829-57.8% | $2,427-16.0% |
| Participant deferral / active EE | $3,537 | $6,467-45.3% | $7,352-51.9% | $4,046-12.6% |
| Admin fee / account holder | $244 | $711-65.7% | $10,799-97.7% | $626-61.1% |