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 | $57,316 | $175,202-67.3% | $149,673-61.7% | $139,434-58.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 18.54% | 166.71%-148.2pp | 134.42%-115.9pp | 372.94%-354.4pp |
| Employer contribution / active EE | $1,789 | $5,474-67.3% | $4,818-62.9% | $4,751-62.3% |
| Participant deferral / active EE | $2,312 | $6,519-64.5% | $5,680-59.3% | $6,710-65.5% |
| Admin fee / account holder | $297 | $16,150-98.2% | $13,210-97.7% | $11,403-97.4% |