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 | $70,041 | $110,257-36.5% | $96,544-27.5% | $139,434-49.8% |
| Participation rate | 87.5% | 78.1%+9.4pp | 76.0%+11.5pp | 80.3%+7.2pp |
| Annual return | 18.33% | 26.32%-8.0pp | 25.84%-7.5pp | 372.94%-354.6pp |
| Employer contribution / active EE | $1,262 | $3,620-65.1% | $2,965-57.4% | $4,751-73.4% |
| Participant deferral / active EE | $4,976 | $5,548-10.3% | $4,851+2.6% | $6,710-25.8% |
| Admin fee / account holder | $28 | $11,591-99.8% | $8,252-99.7% | $11,403-99.8% |