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 | $49,078 | $109,327-55.1% | $89,391-45.1% | $158,922-69.1% |
| Participation rate | 71.4% | 74.3%-2.8pp | 68.0%+3.5pp | 82.0%-10.5pp |
| Annual return | 11.24% | 345.68%-334.4pp | 245.62%-234.4pp | 302.83%-291.6pp |
| Employer contribution / active EE | $1,658 | $3,170-47.7% | $2,586-35.9% | $4,761-65.2% |
| Participant deferral / active EE | $3,414 | $4,598-25.8% | $3,890-12.2% | $5,982-42.9% |
| Admin fee / account holder | $7 | $6,153-99.9% | $4,881-99.9% | $11,246-99.9% |