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 | $45,680 | $135,952-66.4% | $123,892-63.1% | $273,961-83.3% |
| Participation rate | 80.0% | 84.1%-4.1pp | 81.4%-1.4pp | 83.0%-3.0pp |
| Annual return | 29.88% | 56.63%-26.7pp | 47.52%-17.6pp | 41.45%-11.6pp |
| Employer contribution / active EE | $13,421 | $5,170+159.6% | $4,617+190.7% | $4,869+175.7% |
| Participant deferral / active EE | $3,238 | $6,343-48.9% | $5,984-45.9% | $5,287-38.7% |
| Admin fee / account holder | $124 | $9,817-98.7% | $8,357-98.5% | $10,132-98.8% |