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 | $57,975 | $93,571-38.0% | $135,903-57.3% | $75,163-22.9% |
| Participation rate | 85.4% | 75.2%+10.2pp | 81.9%+3.5pp | 67.2%+18.2pp |
| Annual return | 22.03% | 30.90%-8.9pp | 68.23%-46.2pp | 160.62%-138.6pp |
| Employer contribution / active EE | $2,887 | $3,537-18.4% | $4,856-40.5% | $2,670+8.1% |
| Participant deferral / active EE | $11,140 | $6,404+73.9% | $7,758+43.6% | $4,125+170.0% |
| Admin fee / account holder | $71 | $6,975-99.0% | $10,762-99.3% | $5,651-98.7% |