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 | $52,515 | $115,882-54.7% | $100,516-47.8% | $158,922-67.0% |
| Participation rate | 83.3% | 81.6%+1.8pp | 79.4%+3.9pp | 82.0%+1.4pp |
| Annual return | 20.63% | 34.79%-14.2pp | 30.89%-10.3pp | 302.83%-282.2pp |
| Employer contribution / active EE | $1,876 | $4,103-54.3% | $3,418-45.1% | $4,761-60.6% |
| Participant deferral / active EE | $10,347 | $6,674+55.0% | $6,270+65.0% | $5,982+73.0% |
| Admin fee / account holder | $152 | $10,995-98.6% | $8,081-98.1% | $11,246-98.7% |