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 | $52,084 | $181,894-71.4% | $156,549-66.7% | $273,961-81.0% |
| Participation rate | 85.7% | 88.4%-2.7pp | 84.0%+1.7pp | 83.0%+2.7pp |
| Annual return | 16.53% | 30.74%-14.2pp | 32.23%-15.7pp | 41.45%-24.9pp |
| Employer contribution / active EE | $2,479 | $6,248-60.3% | $5,501-54.9% | $4,869-49.1% |
| Participant deferral / active EE | $4,372 | $5,550-21.2% | $4,871-10.2% | $5,287-17.3% |
| Admin fee / account holder | $245 | $15,559-98.4% | $13,027-98.1% | $10,132-97.6% |