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 | $48,680 | $77,730-37.4% | $70,164-30.6% | $139,434-65.1% |
| Participation rate | 77.8% | 83.2%-5.4pp | 78.8%-1.1pp | 80.3%-2.5pp |
| Annual return | 17.77% | 18.98%-1.2pp | 18.87%-1.1pp | 372.94%-355.2pp |
| Employer contribution / active EE | $1,849 | $4,990-62.9% | $4,287-56.9% | $4,751-61.1% |
| Participant deferral / active EE | $2,617 | $6,448-59.4% | $5,395-51.5% | $6,710-61.0% |
| Admin fee / account holder | $210 | $5,368-96.1% | $4,561-95.4% | $11,403-98.2% |