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 | $31,367 | $106,515-70.6% | $96,683-67.6% | $139,434-77.5% |
| Participation rate | 76.9% | 77.8%-0.9pp | 74.3%+2.6pp | 80.3%-3.4pp |
| Annual return | 20.35% | 38.43%-18.1pp | 35.69%-15.3pp | 372.94%-352.6pp |
| Employer contribution / active EE | $1,714 | $4,103-58.2% | $3,737-54.1% | $4,751-63.9% |
| Participant deferral / active EE | $3,373 | $5,454-38.2% | $4,878-30.9% | $6,710-49.7% |
| Admin fee / account holder | $283 | $7,877-96.4% | $6,730-95.8% | $11,403-97.5% |