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 | $45,196 | $148,534-69.6% | $135,903-66.7% | $139,434-67.6% |
| Participation rate | 85.7% | 83.9%+1.9pp | 81.9%+3.8pp | 80.3%+5.4pp |
| Annual return | 17.46% | 79.19%-61.7pp | 68.23%-50.8pp | 372.94%-355.5pp |
| Employer contribution / active EE | $2,380 | $5,243-54.6% | $4,856-51.0% | $4,751-49.9% |
| Participant deferral / active EE | $3,946 | $8,100-51.3% | $7,758-49.1% | $6,710-41.2% |
| Admin fee / account holder | $188 | $12,400-98.5% | $10,762-98.3% | $11,403-98.4% |