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 | $52,704 | $124,425-57.6% | $112,040-53.0% | $137,256-61.6% |
| Participation rate | 83.3% | 79.3%+4.0pp | 76.5%+6.8pp | 80.0%+3.4pp |
| Annual return | 16.69% | 24.72%-8.0pp | 24.52%-7.8pp | 220.34%-203.7pp |
| Employer contribution / active EE | $1,742 | $3,411-49.0% | $2,954-41.0% | $4,156-58.1% |
| Participant deferral / active EE | $2,580 | $5,718-54.9% | $5,098-49.4% | $6,407-59.7% |
| Admin fee / account holder | $273 | $15,207-98.2% | $12,098-97.7% | $12,270-97.8% |