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 | $56,001 | $112,096-50.0% | $95,952-41.6% | $158,922-64.8% |
| Participation rate | 75.0% | 79.0%-4.0pp | 77.1%-2.1pp | 82.0%-7.0pp |
| Annual return | 10.55% | 171.09%-160.5pp | 91.61%-81.1pp | 302.83%-292.3pp |
| Employer contribution / active EE | $907 | $3,198-71.6% | $2,541-64.3% | $4,761-81.0% |
| Participant deferral / active EE | $2,562 | $4,784-46.5% | $4,167-38.5% | $5,982-57.2% |
| Admin fee / account holder | $144 | $10,130-98.6% | $6,795-97.9% | $11,246-98.7% |