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 | $56,082 | $148,534-62.2% | $135,903-58.7% | $139,434-59.8% |
| Participation rate | 90.0% | 83.9%+6.1pp | 81.9%+8.1pp | 80.3%+9.7pp |
| Annual return | 19.40% | 79.19%-59.8pp | 68.23%-48.8pp | 372.94%-353.5pp |
| Employer contribution / active EE | $3,285 | $5,243-37.3% | $4,856-32.3% | $4,751-30.8% |
| Participant deferral / active EE | $9,888 | $8,100+22.1% | $7,758+27.5% | $6,710+47.4% |
| Admin fee / account holder | $230 | $12,400-98.1% | $10,762-97.9% | $11,403-98.0% |