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 | $47,211 | $99,079-52.4% | $77,999-39.5% | $273,961-82.8% |
| Participation rate | 81.3% | 78.6%+2.7pp | 75.5%+5.7pp | 83.0%-1.8pp |
| Annual return | 9.32% | 217.93%-208.6pp | 425.96%-416.6pp | 41.45%-32.1pp |
| Employer contribution / active EE | $1,875 | $3,308-43.3% | $2,470-24.1% | $4,869-61.5% |
| Participant deferral / active EE | $1,761 | $4,306-59.1% | $3,497-49.6% | $5,287-66.7% |
| Admin fee / account holder | $265 | $8,954-97.0% | $5,480-95.2% | $10,132-97.4% |