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 | $41,772 | $104,251-59.9% | $91,001-54.1% | $147,584-71.7% |
| Participation rate | 78.9% | 78.2%+0.7pp | 75.6%+3.3pp | 82.8%-3.9pp |
| Annual return | 17.34% | 27.06%-9.7pp | 4.60%+12.7pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,338 | $3,116-57.0% | $2,456-45.5% | $4,876-72.6% |
| Participant deferral / active EE | $4,200 | $4,195+0.1% | $3,547+18.4% | $5,439-22.8% |
| Admin fee / account holder | $295 | $8,948-96.7% | $5,417-94.6% | $10,885-97.3% |