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 | $46,847 | $232,540-79.9% | $185,117-74.7% | $147,584-68.3% |
| Participation rate | 87.5% | 82.4%+5.1pp | 77.3%+10.2pp | 82.8%+4.7pp |
| Annual return | 16.77% | 43.03%-26.3pp | 40.50%-23.7pp | 578.55%-561.8pp |
| Employer contribution / active EE | $1,515 | $5,195-70.8% | $4,182-63.8% | $4,876-68.9% |
| Participant deferral / active EE | $3,066 | $5,834-47.4% | $5,045-39.2% | $5,439-43.6% |
| Admin fee / account holder | $172 | $10,275-98.3% | $8,159-97.9% | $10,885-98.4% |