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 | $57,419 | $98,240-41.6% | $82,313-30.2% | $147,584-61.1% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 14.42% | 30.85%-16.4pp | 25.88%-11.5pp | 578.55%-564.1pp |
| Employer contribution / active EE | $3,879 | $3,192+21.5% | $2,428+59.8% | $4,876-20.4% |
| Participant deferral / active EE | $8,650 | $4,383+97.3% | $3,706+133.4% | $5,439+59.0% |
| Admin fee / account holder | $233 | $8,563-97.3% | $5,608-95.8% | $10,885-97.9% |