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 | $45,697 | $111,754-59.1% | $103,333-55.8% | $145,922-68.7% |
| Participation rate | 71.4% | 77.9%-6.5pp | 74.5%-3.1pp | 80.3%-8.8pp |
| Annual return | 11.87% | 24.77%-12.9pp | 24.88%-13.0pp | 561.29%-549.4pp |
| Employer contribution / active EE | $1,225 | $4,212-70.9% | $3,868-68.3% | $4,660-73.7% |
| Participant deferral / active EE | $2,334 | $5,619-58.5% | $5,057-53.8% | $6,688-65.1% |
| Admin fee / account holder | $141 | $9,750-98.6% | $8,355-98.3% | $13,397-98.9% |