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 | $49,060 | $99,079-50.5% | $77,999-37.1% | $273,961-82.1% |
| Participation rate | 77.8% | 78.6%-0.8pp | 75.5%+2.3pp | 83.0%-5.2pp |
| Annual return | 9.58% | 217.93%-208.3pp | 425.96%-416.4pp | 41.45%-31.9pp |
| Employer contribution / active EE | $1,376 | $3,308-58.4% | $2,470-44.3% | $4,869-71.7% |
| Participant deferral / active EE | $5,014 | $4,306+16.4% | $3,497+43.4% | $5,287-5.2% |
| Admin fee / account holder | $2 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |