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 | $60,393 | $99,032-39.0% | $80,019-24.5% | $135,375-55.4% |
| Participation rate | 83.3% | 78.4%+5.0pp | 75.8%+7.5pp | 82.6%+0.7pp |
| Annual return | 14.02% | 15.39%-1.4pp | 11.22%+2.8pp | 519.73%-505.7pp |
| Employer contribution / active EE | $1,893 | $3,043-37.8% | $2,468-23.3% | $4,779-60.4% |
| Participant deferral / active EE | $2,103 | $4,282-50.9% | $3,686-42.9% | $5,609-62.5% |
| Admin fee / account holder | $39 | $10,436-99.6% | $6,521-99.4% | $10,827-99.6% |