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 | $51,319 | $148,534-65.5% | $135,903-62.2% | $139,434-63.2% |
| Participation rate | 81.0% | 83.9%-2.9pp | 81.9%-1.0pp | 80.3%+0.6pp |
| Annual return | 21.58% | 79.19%-57.6pp | 68.23%-46.7pp | 372.94%-351.4pp |
| Employer contribution / active EE | $2,089 | $5,243-60.2% | $4,856-57.0% | $4,751-56.0% |
| Participant deferral / active EE | $2,725 | $8,100-66.4% | $7,758-64.9% | $6,710-59.4% |
| Admin fee / account holder | $79 | $12,400-99.4% | $10,762-99.3% | $11,403-99.3% |