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 | $78,207 | $115,770-32.4% | $101,248-22.8% | $158,922-50.8% |
| Participation rate | 81.8% | 79.4%+2.5pp | 75.8%+6.0pp | 82.0%-0.1pp |
| Annual return | 19.10% | 56.14%-37.0pp | 46.47%-27.4pp | 302.83%-283.7pp |
| Employer contribution / active EE | $2,202 | $4,175-47.2% | $3,660-39.8% | $4,761-53.7% |
| Participant deferral / active EE | $4,308 | $4,957-13.1% | $4,370-1.4% | $5,982-28.0% |
| Admin fee / account holder | $246 | $7,245-96.6% | $5,945-95.9% | $11,246-97.8% |