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 | $70,036 | $107,934-35.1% | $91,989-23.9% | $152,861-54.2% |
| Participation rate | 82.6% | 81.2%+1.4pp | 78.6%+4.0pp | 82.4%+0.2pp |
| Annual return | 22.70% | 89.24%-66.5pp | 69.02%-46.3pp | 345.32%-322.6pp |
| Employer contribution / active EE | $569 | $4,210-86.5% | $3,452-83.5% | $4,762-88.0% |
| Participant deferral / active EE | $5,559 | $6,364-12.7% | $5,923-6.2% | $5,850-5.0% |
| Admin fee / account holder | $288 | $10,520-97.3% | $7,743-96.3% | $11,596-97.5% |