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 | $125,463 | $228,332-45.1% | $185,823-32.5% | $158,922-21.1% |
| Participation rate | 70.0% | 82.3%-12.3pp | 78.0%-8.0pp | 82.0%-12.0pp |
| Annual return | 14.67% | 40.80%-26.1pp | 35.95%-21.3pp | 302.83%-288.2pp |
| Employer contribution / active EE | $1,790 | $4,967-64.0% | $4,087-56.2% | $4,761-62.4% |
| Participant deferral / active EE | $3,881 | $6,415-39.5% | $5,632-31.1% | $5,982-35.1% |
| Admin fee / account holder | $7 | $11,864-99.9% | $9,500-99.9% | $11,246-99.9% |