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 | $50,075 | $103,376-51.6% | $87,100-42.5% | $152,861-67.2% |
| Participation rate | 78.9% | 79.3%-0.4pp | 76.9%+2.1pp | 82.4%-3.5pp |
| Annual return | 16.88% | 28.10%-11.2pp | 28.19%-11.3pp | 345.32%-328.4pp |
| Employer contribution / active EE | $1,924 | $3,220-40.2% | $2,521-23.7% | $4,762-59.6% |
| Participant deferral / active EE | $3,725 | $4,778-22.0% | $4,049-8.0% | $5,850-36.3% |
| Admin fee / account holder | $52 | $12,205-99.6% | $7,497-99.3% | $11,596-99.6% |