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 | $49,379 | $80,968-39.0% | $96,544-48.9% | $75,163-34.3% |
| Participation rate | 80.0% | 71.8%+8.2pp | 76.0%+4.0pp | 67.2%+12.8pp |
| Annual return | 16.63% | 27.06%-10.4pp | 25.84%-9.2pp | 160.62%-144.0pp |
| Employer contribution / active EE | $1,933 | $2,282-15.3% | $2,965-34.8% | $2,670-27.6% |
| Participant deferral / active EE | $2,934 | $3,928-25.3% | $4,851-39.5% | $4,125-28.9% |
| Admin fee / account holder | $81 | $6,724-98.8% | $8,252-99.0% | $5,651-98.6% |