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 | $57,637 | $108,919-47.1% | $100,391-42.6% | $145,922-60.5% |
| Participation rate | 80.0% | 82.9%-2.9pp | 81.5%-1.5pp | 80.3%-0.3pp |
| Annual return | 21.66% | 57.88%-36.2pp | 49.20%-27.5pp | 561.29%-539.6pp |
| Employer contribution / active EE | $2,111 | $4,419-52.2% | $3,942-46.4% | $4,660-54.7% |
| Participant deferral / active EE | $6,823 | $8,445-19.2% | $8,082-15.6% | $6,688+2.0% |
| Admin fee / account holder | $209 | $9,689-97.8% | $7,899-97.4% | $13,397-98.4% |