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 | $48,416 | $88,707-45.4% | $74,183-34.7% | $273,961-82.3% |
| Participation rate | 84.6% | 79.4%+5.2pp | 76.6%+8.0pp | 83.0%+1.6pp |
| Annual return | 22.04% | 11.94%+10.1pp | 17.74%+4.3pp | 41.45%-19.4pp |
| Employer contribution / active EE | $1,879 | $3,159-40.5% | $2,370-20.7% | $4,869-61.4% |
| Participant deferral / active EE | $5,093 | $4,212+20.9% | $3,550+43.5% | $5,287-3.7% |
| Admin fee / account holder | $173 | $8,717-98.0% | $5,586-96.9% | $10,132-98.3% |