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 | $58,521 | $115,770-49.5% | $101,248-42.2% | $158,922-63.2% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 17.96% | 56.14%-38.2pp | 46.47%-28.5pp | 302.83%-284.9pp |
| Employer contribution / active EE | $1,986 | $4,175-52.4% | $3,660-45.7% | $4,761-58.3% |
| Participant deferral / active EE | $5,872 | $4,957+18.5% | $4,370+34.4% | $5,982-1.8% |
| Admin fee / account holder | $120 | $7,245-98.3% | $5,945-98.0% | $11,246-98.9% |