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 | $60,336 | $98,240-38.6% | $82,313-26.7% | $147,584-59.1% |
| Participation rate | 84.2% | 79.7%+4.5pp | 76.9%+7.3pp | 82.8%+1.4pp |
| Annual return | 9.53% | 30.85%-21.3pp | 25.88%-16.3pp | 578.55%-569.0pp |
| Employer contribution / active EE | $717 | $3,192-77.5% | $2,428-70.5% | $4,876-85.3% |
| Participant deferral / active EE | $2,799 | $4,383-36.1% | $3,706-24.5% | $5,439-48.5% |
| Admin fee / account holder | $92 | $8,563-98.9% | $5,608-98.4% | $10,885-99.2% |