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 | $49,184 | $107,452-54.2% | $91,541-46.3% | $142,382-65.5% |
| Participation rate | 70.0% | 75.1%-5.1pp | 69.8%+0.2pp | 80.1%-10.1pp |
| Annual return | 18.36% | 22.06%-3.7pp | 20.50%-2.1pp | 217.08%-198.7pp |
| Employer contribution / active EE | $2,061 | $2,994-31.2% | $2,505-17.7% | $4,299-52.1% |
| Participant deferral / active EE | $7,234 | $4,754+52.2% | $4,008+80.5% | $6,507+11.2% |
| Admin fee / account holder | $44 | $8,834-99.5% | $6,956-99.4% | $12,624-99.7% |