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 | $56,781 | $117,381-51.6% | $99,443-42.9% | $152,861-62.9% |
| Participation rate | 73.9% | 77.5%-3.6pp | 73.8%+0.1pp | 82.4%-8.5pp |
| Annual return | 24.27% | 31.87%-7.6pp | 30.72%-6.5pp | 345.32%-321.1pp |
| Employer contribution / active EE | $1,775 | $3,013-41.1% | $2,540-30.1% | $4,762-62.7% |
| Participant deferral / active EE | $2,800 | $4,086-31.5% | $3,619-22.6% | $5,850-52.1% |
| Admin fee / account holder | $213 | $7,631-97.2% | $6,250-96.6% | $11,596-98.2% |