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 | $48,631 | $111,754-56.5% | $103,333-52.9% | $145,922-66.7% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 23.77% | 24.77%-1.0pp | 24.88%-1.1pp | 561.29%-537.5pp |
| Employer contribution / active EE | $1,991 | $4,212-52.7% | $3,868-48.5% | $4,660-57.3% |
| Participant deferral / active EE | $5,463 | $5,619-2.8% | $5,057+8.0% | $6,688-18.3% |
| Admin fee / account holder | $158 | $9,750-98.4% | $8,355-98.1% | $13,397-98.8% |