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 | $56,619 | $117,381-51.8% | $99,443-43.1% | $152,861-63.0% |
| Participation rate | 75.0% | 77.5%-2.5pp | 73.8%+1.2pp | 82.4%-7.4pp |
| Annual return | 27.90% | 31.87%-4.0pp | 30.72%-2.8pp | 345.32%-317.4pp |
| Employer contribution / active EE | $2,596 | $3,013-13.8% | $2,540+2.2% | $4,762-45.5% |
| Participant deferral / active EE | $3,946 | $4,086-3.4% | $3,619+9.0% | $5,850-32.6% |
| Admin fee / account holder | $183 | $7,631-97.6% | $6,250-97.1% | $11,596-98.4% |