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 | $65,338 | $115,770-43.6% | $101,248-35.5% | $158,922-58.9% |
| Participation rate | 77.8% | 79.4%-1.6pp | 75.8%+2.0pp | 82.0%-4.2pp |
| Annual return | 13.39% | 56.14%-42.7pp | 46.47%-33.1pp | 302.83%-289.4pp |
| Employer contribution / active EE | $2,981 | $4,175-28.6% | $3,660-18.5% | $4,761-37.4% |
| Participant deferral / active EE | $4,444 | $4,957-10.4% | $4,370+1.7% | $5,982-25.7% |
| Admin fee / account holder | $217 | $7,245-97.0% | $5,945-96.3% | $11,246-98.1% |