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 | $53,944 | $78,422-31.2% | $95,952-43.8% | $79,858-32.5% |
| Participation rate | 78.9% | 73.5%+5.5pp | 77.1%+1.9pp | 69.6%+9.3pp |
| Annual return | 32.55% | 19.37%+13.2pp | 91.61%-59.1pp | 31.71%+0.8pp |
| Employer contribution / active EE | $1,021 | $1,945-47.5% | $2,541-59.8% | $2,471-58.7% |
| Participant deferral / active EE | $3,517 | $3,440+2.2% | $4,167-15.6% | $3,740-6.0% |
| Admin fee / account holder | $282 | $5,622-95.0% | $6,795-95.8% | $5,306-94.7% |