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 | $46,099 | $106,515-56.7% | $96,683-52.3% | $139,434-66.9% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 18.82% | 38.43%-19.6pp | 35.69%-16.9pp | 372.94%-354.1pp |
| Employer contribution / active EE | $2,389 | $4,103-41.8% | $3,737-36.1% | $4,751-49.7% |
| Participant deferral / active EE | $2,609 | $5,454-52.2% | $4,878-46.5% | $6,710-61.1% |
| Admin fee / account holder | $141 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |