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 | $62,764 | $165,984-62.2% | $164,813-61.9% | $145,922-57.0% |
| Participation rate | 80.0% | 82.0%-2.0pp | 78.6%+1.4pp | 80.3%-0.3pp |
| Annual return | 19.51% | 100.03%-80.5pp | 69.93%-50.4pp | 561.29%-541.8pp |
| Employer contribution / active EE | $2,877 | $5,273-45.4% | $4,341-33.7% | $4,660-38.3% |
| Participant deferral / active EE | $5,407 | $6,959-22.3% | $6,031-10.4% | $6,688-19.1% |
| Admin fee / account holder | $22 | $16,648-99.9% | $12,690-99.8% | $13,397-99.8% |