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 | $56,251 | $117,841-52.3% | $102,423-45.1% | $145,922-61.5% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 16.55% | 31.65%-15.1pp | 29.32%-12.8pp | 561.29%-544.7pp |
| Employer contribution / active EE | $1,751 | $3,615-51.6% | $3,023-42.1% | $4,660-62.4% |
| Participant deferral / active EE | $5,792 | $5,731+1.1% | $5,053+14.6% | $6,688-13.4% |
| Admin fee / account holder | $20 | $13,326-99.8% | $9,451-99.8% | $13,397-99.9% |