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 | $59,931 | $85,006-29.5% | $76,190-21.3% | $145,922-58.9% |
| Participation rate | 77.8% | 82.9%-5.1pp | 79.3%-1.5pp | 80.3%-2.5pp |
| Annual return | 28.22% | 13.11%+15.1pp | 13.78%+14.4pp | 561.29%-533.1pp |
| Employer contribution / active EE | $2,015 | $5,265-61.7% | $4,578-56.0% | $4,660-56.8% |
| Participant deferral / active EE | $2,712 | $6,392-57.6% | $5,474-50.5% | $6,688-59.4% |
| Admin fee / account holder | $46 | $5,760-99.2% | $5,123-99.1% | $13,397-99.7% |