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 | $59,757 | $105,859-43.6% | $90,160-33.7% | $147,584-59.5% |
| Participation rate | 80.0% | 79.7%+0.3pp | 76.9%+3.1pp | 82.8%-2.8pp |
| Annual return | 20.94% | 37.63%-16.7pp | 34.88%-13.9pp | 578.55%-557.6pp |
| Employer contribution / active EE | $704 | $4,126-82.9% | $3,318-78.8% | $4,876-85.6% |
| Participant deferral / active EE | $3,141 | $5,733-45.2% | $5,288-40.6% | $5,439-42.2% |
| Admin fee / account holder | $259 | $8,046-96.8% | $5,943-95.6% | $10,885-97.6% |