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 | $66,743 | $118,849-43.8% | $96,562-30.9% | $167,490-60.2% |
| Participation rate | 75.0% | 75.5%-0.5pp | 69.8%+5.2pp | 82.1%-7.1pp |
| Annual return | 13.86% | 50.49%-36.6pp | 37.78%-23.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $1,234 | $3,120-60.4% | $2,356-47.6% | $4,837-74.5% |
| Participant deferral / active EE | $2,930 | $4,616-36.5% | $3,849-23.9% | $6,341-53.8% |
| Admin fee / account holder | $17 | $8,065-99.8% | $6,181-99.7% | $12,309-99.9% |