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 | $47,531 | $154,117-69.2% | $129,995-63.4% | $139,434-65.9% |
| Participation rate | 91.3% | 82.0%+9.4pp | 78.5%+12.8pp | 80.3%+11.0pp |
| Annual return | 19.18% | 32.48%-13.3pp | -137.18%+156.4pp | 372.94%-353.8pp |
| Employer contribution / active EE | $3,856 | $5,289-27.1% | $4,320-10.7% | $4,751-18.8% |
| Participant deferral / active EE | $5,219 | $6,710-22.2% | $5,820-10.3% | $6,710-22.2% |
| Admin fee / account holder | $216 | $14,007-98.5% | $10,614-98.0% | $11,403-98.1% |