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 | $77,906 | $104,251-25.3% | $91,001-14.4% | $147,584-47.2% |
| Participation rate | 80.0% | 78.2%+1.8pp | 75.6%+4.4pp | 82.8%-2.8pp |
| Annual return | 14.13% | 27.06%-12.9pp | 4.60%+9.5pp | 578.55%-564.4pp |
| Employer contribution / active EE | $1,509 | $3,116-51.6% | $2,456-38.6% | $4,876-69.1% |
| Participant deferral / active EE | $5,705 | $4,195+36.0% | $3,547+60.8% | $5,439+4.9% |
| Admin fee / account holder | $50 | $8,948-99.4% | $5,417-99.1% | $10,885-99.5% |