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 | $59,461 | $105,859-43.8% | $90,160-34.0% | $147,584-59.7% |
| Participation rate | 78.6% | 79.7%-1.2pp | 76.9%+1.7pp | 82.8%-4.3pp |
| Annual return | 14.70% | 37.63%-22.9pp | 34.88%-20.2pp | 578.55%-563.9pp |
| Employer contribution / active EE | $1,788 | $4,126-56.7% | $3,318-46.1% | $4,876-63.3% |
| Participant deferral / active EE | $3,899 | $5,733-32.0% | $5,288-26.3% | $5,439-28.3% |
| Admin fee / account holder | $184 | $8,046-97.7% | $5,943-96.9% | $10,885-98.3% |