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 | $41,418 | $104,251-60.3% | $91,001-54.5% | $147,584-71.9% |
| Participation rate | 75.0% | 78.2%-3.2pp | 75.6%-0.6pp | 82.8%-7.8pp |
| Annual return | 14.98% | 27.06%-12.1pp | 4.60%+10.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $1,235 | $3,116-60.4% | $2,456-49.7% | $4,876-74.7% |
| Participant deferral / active EE | $1,641 | $4,195-60.9% | $3,547-53.7% | $5,439-69.8% |
| Admin fee / account holder | $92 | $8,948-99.0% | $5,417-98.3% | $10,885-99.2% |