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 | $60,799 | $179,726-66.2% | $156,263-61.1% | $142,382-57.3% |
| Participation rate | 73.3% | 82.1%-8.7pp | 78.9%-5.6pp | 80.1%-6.8pp |
| Annual return | 18.12% | 77.86%-59.7pp | 59.47%-41.3pp | 217.08%-199.0pp |
| Employer contribution / active EE | $1,853 | $5,069-63.5% | $4,333-57.2% | $4,299-56.9% |
| Participant deferral / active EE | $4,092 | $6,956-41.2% | $6,158-33.6% | $6,507-37.1% |
| Admin fee / account holder | $22 | $17,272-99.9% | $14,255-99.8% | $12,624-99.8% |