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 | $83,894 | $112,729-25.6% | $98,716-15.0% | $137,256-38.9% |
| Participation rate | 85.7% | 74.2%+11.5pp | 69.3%+16.4pp | 80.0%+5.8pp |
| Annual return | 15.88% | 38.48%-22.6pp | 31.81%-15.9pp | 220.34%-204.5pp |
| Employer contribution / active EE | $1,313 | $2,725-51.8% | $2,279-42.4% | $4,156-68.4% |
| Participant deferral / active EE | $3,263 | $4,640-29.7% | $4,048-19.4% | $6,407-49.1% |
| Admin fee / account holder | $176 | $10,129-98.3% | $8,703-98.0% | $12,270-98.6% |