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 | $47,655 | $118,680-59.8% | $98,907-51.8% | $158,922-70.0% |
| Participation rate | 90.0% | 77.8%+12.2pp | 76.0%+14.0pp | 82.0%+8.0pp |
| Annual return | 16.02% | 372.35%-356.3pp | 196.43%-180.4pp | 302.83%-286.8pp |
| Employer contribution / active EE | $1,412 | $3,333-57.6% | $2,689-47.5% | $4,761-70.3% |
| Participant deferral / active EE | $4,325 | $5,088-15.0% | $4,244+1.9% | $5,982-27.7% |
| Admin fee / account holder | $271 | $10,131-97.3% | $6,642-95.9% | $11,246-97.6% |