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 | $48,293 | $108,172-55.4% | $77,482-37.7% | $158,922-69.6% |
| Participation rate | 75.0% | 64.4%+10.6pp | 54.2%+20.8pp | 82.0%-7.0pp |
| Annual return | 16.90% | 31.67%-14.8pp | 54.79%-37.9pp | 302.83%-285.9pp |
| Employer contribution / active EE | $1,293 | $1,325-2.4% | $986+31.1% | $4,761-72.8% |
| Participant deferral / active EE | $2,261 | $2,456-7.9% | $1,861+21.5% | $5,982-62.2% |
| Admin fee / account holder | $20 | $3,708-99.5% | $2,858-99.3% | $11,246-99.8% |