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 | $49,196 | $99,652-50.6% | $78,778-37.6% | $147,584-66.7% |
| Participation rate | 76.5% | 76.2%+0.2pp | 69.2%+7.3pp | 82.8%-6.4pp |
| Annual return | 17.81% | 47.28%-29.5pp | 35.62%-17.8pp | 578.55%-560.7pp |
| Employer contribution / active EE | $1,852 | $2,796-33.7% | $1,986-6.7% | $4,876-62.0% |
| Participant deferral / active EE | $2,775 | $3,664-24.2% | $2,958-6.2% | $5,439-49.0% |
| Admin fee / account holder | $216 | $7,155-97.0% | $5,134-95.8% | $10,885-98.0% |