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 | $49,668 | $96,965-48.8% | $97,995-49.3% | $147,584-66.3% |
| Participation rate | 84.6% | 83.6%+1.0pp | 82.4%+2.2pp | 82.8%+1.8pp |
| Annual return | 16.47% | 24.11%-7.6pp | 23.94%-7.5pp | 578.55%-562.1pp |
| Employer contribution / active EE | $2,009 | $4,536-55.7% | $4,158-51.7% | $4,876-58.8% |
| Participant deferral / active EE | $3,110 | $5,081-38.8% | $5,097-39.0% | $5,439-42.8% |
| Admin fee / account holder | $152 | $8,120-98.1% | $5,943-97.4% | $10,885-98.6% |