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 | $43,238 | $90,503-52.2% | $78,689-45.1% | $273,961-84.2% |
| Participation rate | 78.6% | 76.5%+2.1pp | 73.6%+5.0pp | 83.0%-4.4pp |
| Annual return | 11.31% | 75.60%-64.3pp | 62.18%-50.9pp | 41.45%-30.1pp |
| Employer contribution / active EE | $1,456 | $3,176-54.2% | $2,851-48.9% | $4,869-70.1% |
| Participant deferral / active EE | $1,456 | $3,901-62.7% | $3,517-58.6% | $5,287-72.5% |
| Admin fee / account holder | $203 | $5,263-96.1% | $4,510-95.5% | $10,132-98.0% |