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 | $57,116 | $117,983-51.6% | $101,794-43.9% | $142,382-59.9% |
| Participation rate | 76.9% | 74.2%+2.7pp | 69.2%+7.7pp | 80.1%-3.2pp |
| Annual return | 19.95% | 36.92%-17.0pp | 30.53%-10.6pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,189 | $2,773-21.1% | $2,289-4.4% | $4,299-49.1% |
| Participant deferral / active EE | $3,983 | $4,714-15.5% | $4,084-2.5% | $6,507-38.8% |
| Admin fee / account holder | $249 | $10,433-97.6% | $8,777-97.2% | $12,624-98.0% |