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 | $49,398 | $176,056-71.9% | $159,436-69.0% | $167,490-70.5% |
| Participation rate | 71.4% | 84.9%-13.5pp | 82.8%-11.4pp | 82.1%-10.7pp |
| Annual return | 17.22% | 331.75%-314.5pp | 263.57%-246.3pp | 478.56%-461.3pp |
| Employer contribution / active EE | $1,869 | $5,297-64.7% | $4,829-61.3% | $4,837-61.4% |
| Participant deferral / active EE | $2,801 | $7,750-63.9% | $7,352-61.9% | $6,341-55.8% |
| Admin fee / account holder | $23 | $12,554-99.8% | $10,799-99.8% | $12,309-99.8% |