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 | $49,206 | $96,635-49.1% | $86,612-43.2% | $139,434-64.7% |
| Participation rate | 80.0% | 74.4%+5.6pp | 71.7%+8.3pp | 80.3%-0.3pp |
| Annual return | 12.43% | 106.41%-94.0pp | 591.07%-578.6pp | 372.94%-360.5pp |
| Employer contribution / active EE | $3,084 | $3,263-5.5% | $3,022+2.0% | $4,751-35.1% |
| Participant deferral / active EE | $8,587 | $4,836+77.6% | $4,438+93.5% | $6,710+28.0% |
| Admin fee / account holder | $52 | $6,408-99.2% | $5,614-99.1% | $11,403-99.5% |