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 | $52,810 | $91,190-42.1% | $178,490-70.4% | $79,858-33.9% |
| Participation rate | 88.9% | 69.2%+19.7pp | 81.9%+7.0pp | 69.6%+19.3pp |
| Annual return | 18.90% | 24.19%-5.3pp | 151.07%-132.2pp | 31.71%-12.8pp |
| Employer contribution / active EE | $1,682 | $3,256-48.3% | $5,011-66.4% | $2,471-31.9% |
| Participant deferral / active EE | $3,525 | $3,236+8.9% | $5,202-32.2% | $3,740-5.8% |
| Admin fee / account holder | $205 | $6,751-97.0% | $13,984-98.5% | $5,306-96.1% |