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 | $63,057 | $148,534-57.5% | $135,903-53.6% | $139,434-54.8% |
| Participation rate | 70.0% | 83.9%-13.9pp | 81.9%-11.9pp | 80.3%-10.3pp |
| Annual return | 20.27% | 79.19%-58.9pp | 68.23%-48.0pp | 372.94%-352.7pp |
| Employer contribution / active EE | $1,986 | $5,243-62.1% | $4,856-59.1% | $4,751-58.2% |
| Participant deferral / active EE | $3,472 | $8,100-57.1% | $7,758-55.2% | $6,710-48.3% |
| Admin fee / account holder | $106 | $12,400-99.1% | $10,762-99.0% | $11,403-99.1% |