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 | $127,065-58.5% | $113,168-53.4% | $142,382-63.0% |
| Participation rate | 83.3% | 79.2%+4.1pp | 76.6%+6.8pp | 80.1%+3.2pp |
| Annual return | 16.69% | 24.03%-7.3pp | 24.27%-7.6pp | 217.08%-200.4pp |
| Employer contribution / active EE | $1,742 | $3,442-49.4% | $2,975-41.5% | $4,299-59.5% |
| Participant deferral / active EE | $2,580 | $5,716-54.9% | $5,107-49.5% | $6,507-60.4% |
| Admin fee / account holder | $273 | $15,736-98.3% | $12,068-97.7% | $12,624-97.8% |