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 | $50,706 | $105,998-52.2% | $92,233-45.0% | $147,584-65.6% |
| Participation rate | 75.0% | 80.4%-5.4pp | 76.5%-1.5pp | 82.8%-7.8pp |
| Annual return | 14.92% | 50.05%-35.1pp | 176.28%-161.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,741 | $4,333-59.8% | $3,679-52.7% | $4,876-64.3% |
| Participant deferral / active EE | $5,553 | $4,478+24.0% | $3,897+42.5% | $5,439+2.1% |
| Admin fee / account holder | $245 | $6,332-96.1% | $5,194-95.3% | $10,885-97.8% |