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 | $49,451 | $98,240-49.7% | $82,313-39.9% | $147,584-66.5% |
| Participation rate | 76.2% | 79.7%-3.5pp | 76.9%-0.7pp | 82.8%-6.6pp |
| Annual return | 18.90% | 30.85%-12.0pp | 25.88%-7.0pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,738 | $3,192-45.5% | $2,428-28.4% | $4,876-64.4% |
| Participant deferral / active EE | $2,969 | $4,383-32.3% | $3,706-19.9% | $5,439-45.4% |
| Admin fee / account holder | $97 | $8,563-98.9% | $5,608-98.3% | $10,885-99.1% |