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 | $58,515 | $111,754-47.6% | $103,333-43.4% | $145,922-59.9% |
| Participation rate | 84.6% | 77.9%+6.7pp | 74.5%+10.1pp | 80.3%+4.3pp |
| Annual return | 15.99% | 24.77%-8.8pp | 24.88%-8.9pp | 561.29%-545.3pp |
| Employer contribution / active EE | $2,876 | $4,212-31.7% | $3,868-25.7% | $4,660-38.3% |
| Participant deferral / active EE | $2,944 | $5,619-47.6% | $5,057-41.8% | $6,688-56.0% |
| Admin fee / account holder | $107 | $9,750-98.9% | $8,355-98.7% | $13,397-99.2% |