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 | $50,816 | $105,998-52.1% | $92,233-44.9% | $147,584-65.6% |
| Participation rate | 77.8% | 80.4%-2.6pp | 76.5%+1.3pp | 82.8%-5.1pp |
| Annual return | 12.57% | 50.05%-37.5pp | 176.28%-163.7pp | 578.55%-566.0pp |
| Employer contribution / active EE | $4,180 | $4,333-3.5% | $3,679+13.6% | $4,876-14.3% |
| Participant deferral / active EE | $2,244 | $4,478-49.9% | $3,897-42.4% | $5,439-58.7% |
| Admin fee / account holder | $218 | $6,332-96.6% | $5,194-95.8% | $10,885-98.0% |