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 | $46,419 | $95,971-51.6% | $74,550-37.7% | $135,375-65.7% |
| Participation rate | 82.4% | 75.7%+6.7pp | 69.1%+13.2pp | 82.6%-0.3pp |
| Annual return | 8.99% | 56.96%-48.0pp | 32.53%-23.5pp | 519.73%-510.7pp |
| Employer contribution / active EE | $2,267 | $2,716-16.6% | $1,961+15.6% | $4,779-52.6% |
| Participant deferral / active EE | $4,296 | $3,843+11.8% | $3,108+38.2% | $5,609-23.4% |
| Admin fee / account holder | $159 | $6,522-97.6% | $5,060-96.9% | $10,827-98.5% |