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 | $55,543 | $209,336-73.5% | $197,124-71.8% | $137,256-59.5% |
| Participation rate | 76.2% | 87.3%-11.1pp | 86.7%-10.5pp | 80.0%-3.8pp |
| Annual return | 19.47% | 48.09%-28.6pp | 44.34%-24.9pp | 220.34%-200.9pp |
| Employer contribution / active EE | $2,031 | $6,591-69.2% | $6,227-67.4% | $4,156-51.1% |
| Participant deferral / active EE | $4,638 | $9,614-51.8% | $9,135-49.2% | $6,407-27.6% |
| Admin fee / account holder | $86 | $17,308-99.5% | $16,298-99.5% | $12,270-99.3% |