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 | $47,869 | $98,750-51.5% | $149,696-68.0% | $79,858-40.1% |
| Participation rate | 81.8% | 75.8%+6.0pp | 82.5%-0.7pp | 69.6%+12.2pp |
| Annual return | 21.94% | 27.43%-5.5pp | 276.60%-254.7pp | 31.71%-9.8pp |
| Employer contribution / active EE | $2,465 | $3,216-23.4% | $4,644-46.9% | $2,471-0.2% |
| Participant deferral / active EE | $6,212 | $5,680+9.4% | $6,842-9.2% | $3,740+66.1% |
| Admin fee / account holder | $199 | $6,053-96.7% | $9,309-97.9% | $5,306-96.2% |