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 | $36,526 | $99,652-63.3% | $78,778-53.6% | $147,584-75.3% |
| Participation rate | 81.3% | 76.2%+5.0pp | 69.2%+12.1pp | 82.8%-1.6pp |
| Annual return | 12.23% | 47.28%-35.1pp | 35.62%-23.4pp | 578.55%-566.3pp |
| Employer contribution / active EE | $1,617 | $2,796-42.2% | $1,986-18.6% | $4,876-66.8% |
| Participant deferral / active EE | $3,981 | $3,664+8.7% | $2,958+34.6% | $5,439-26.8% |
| Admin fee / account holder | $236 | $7,155-96.7% | $5,134-95.4% | $10,885-97.8% |