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 | $52,189 | $87,013-40.0% | $106,213-50.9% | $80,856-35.5% |
| Participation rate | 78.9% | 70.4%+8.5pp | 75.3%+3.7pp | 67.6%+11.3pp |
| Annual return | 15.95% | 17.05%-1.1pp | 116.14%-100.2pp | 35.59%-19.6pp |
| Employer contribution / active EE | $1,196 | $2,395-50.1% | $3,171-62.3% | $2,755-56.6% |
| Participant deferral / active EE | $2,080 | $3,986-47.8% | $5,016-58.5% | $4,296-51.6% |
| Admin fee / account holder | $288 | $8,431-96.6% | $11,033-97.4% | $6,918-95.8% |