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 | $41,558 | $112,096-62.9% | $95,952-56.7% | $158,922-73.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 12.28% | 171.09%-158.8pp | 91.61%-79.3pp | 302.83%-290.5pp |
| Employer contribution / active EE | $1,943 | $3,198-39.3% | $2,541-23.5% | $4,761-59.2% |
| Participant deferral / active EE | $5,861 | $4,784+22.5% | $4,167+40.6% | $5,982-2.0% |
| Admin fee / account holder | $275 | $10,130-97.3% | $6,795-96.0% | $11,246-97.6% |