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 | $47,869 | $81,632-41.4% | $70,449-32.1% | $158,922-69.9% |
| Participation rate | 75.0% | 77.7%-2.7pp | 75.1%-0.1pp | 82.0%-7.0pp |
| Annual return | 14.70% | 208.40%-193.7pp | 109.03%-94.3pp | 302.83%-288.1pp |
| Employer contribution / active EE | $1,867 | $3,217-42.0% | $2,737-31.8% | $4,761-60.8% |
| Participant deferral / active EE | $3,167 | $4,554-30.5% | $3,709-14.6% | $5,982-47.1% |
| Admin fee / account holder | $22 | $6,193-99.6% | $3,845-99.4% | $11,246-99.8% |