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 | $45,144 | $115,770-61.0% | $101,248-55.4% | $158,922-71.6% |
| Participation rate | 73.9% | 79.4%-5.5pp | 75.8%-1.9pp | 82.0%-8.0pp |
| Annual return | 13.19% | 56.14%-43.0pp | 46.47%-33.3pp | 302.83%-289.6pp |
| Employer contribution / active EE | $1,123 | $4,175-73.1% | $3,660-69.3% | $4,761-76.4% |
| Participant deferral / active EE | $1,472 | $4,957-70.3% | $4,370-66.3% | $5,982-75.4% |
| Admin fee / account holder | $84 | $7,245-98.8% | $5,945-98.6% | $11,246-99.3% |