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 | $86,786 | $117,381-26.1% | $99,443-12.7% | $152,861-43.2% |
| Participation rate | 72.7% | 77.5%-4.8pp | 73.8%-1.1pp | 82.4%-9.7pp |
| Annual return | 24.16% | 31.87%-7.7pp | 30.72%-6.6pp | 345.32%-321.2pp |
| Employer contribution / active EE | $1,778 | $3,013-41.0% | $2,540-30.0% | $4,762-62.7% |
| Participant deferral / active EE | $2,922 | $4,086-28.5% | $3,619-19.3% | $5,850-50.1% |
| Admin fee / account holder | $11 | $7,631-99.9% | $6,250-99.8% | $11,596-99.9% |