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 | $52,117 | $106,515-51.1% | $96,683-46.1% | $139,434-62.6% |
| Participation rate | 85.7% | 77.8%+7.9pp | 74.3%+11.4pp | 80.3%+5.4pp |
| Annual return | 16.64% | 38.43%-21.8pp | 35.69%-19.1pp | 372.94%-356.3pp |
| Employer contribution / active EE | $1,681 | $4,103-59.0% | $3,737-55.0% | $4,751-64.6% |
| Participant deferral / active EE | $3,496 | $5,454-35.9% | $4,878-28.3% | $6,710-47.9% |
| Admin fee / account holder | $21 | $7,877-99.7% | $6,730-99.7% | $11,403-99.8% |