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 | $47,180 | $80,717-41.5% | $154,803-69.5% | $84,808-44.4% |
| Participation rate | 79.5% | 66.8%+12.7pp | 78.1%+1.4pp | 68.3%+11.2pp |
| Annual return | 20.80% | 37.96%-17.2pp | 58.88%-38.1pp | 40.90%-20.1pp |
| Employer contribution / active EE | $2,067 | $2,761-25.2% | $4,305-52.0% | $2,631-21.4% |
| Participant deferral / active EE | $2,768 | $3,303-16.2% | $5,540-50.0% | $4,212-34.3% |
| Admin fee / account holder | $273 | $6,746-96.0% | $14,329-98.1% | $7,344-96.3% |