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 | $44,587 | $106,515-58.1% | $96,683-53.9% | $139,434-68.0% |
| Participation rate | 75.0% | 77.8%-2.8pp | 74.3%+0.7pp | 80.3%-5.3pp |
| Annual return | 16.43% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,722 | $4,103-58.0% | $3,737-53.9% | $4,751-63.7% |
| Participant deferral / active EE | $7,002 | $5,454+28.4% | $4,878+43.5% | $6,710+4.3% |
| Admin fee / account holder | $64 | $7,877-99.2% | $6,730-99.1% | $11,403-99.4% |