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 | $69,078 | $127,777-45.9% | $106,548-35.2% | $167,490-58.8% |
| Participation rate | 76.9% | 78.3%-1.3pp | 76.1%+0.8pp | 82.1%-5.2pp |
| Annual return | 14.97% | 33.87%-18.9pp | 26.80%-11.8pp | 478.56%-463.6pp |
| Employer contribution / active EE | $2,356 | $3,427-31.3% | $2,819-16.4% | $4,837-51.3% |
| Participant deferral / active EE | $4,630 | $5,087-9.0% | $4,398+5.3% | $6,341-27.0% |
| Admin fee / account holder | $20 | $11,228-99.8% | $7,407-99.7% | $12,309-99.8% |