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 | $50,674 | $91,037-44.3% | $71,671-29.3% | $147,584-65.7% |
| Participation rate | 84.6% | 76.1%+8.5pp | 68.7%+15.9pp | 82.8%+1.8pp |
| Annual return | 19.28% | 20.48%-1.2pp | 20.65%-1.4pp | 578.55%-559.3pp |
| Employer contribution / active EE | $2,284 | $3,327-31.4% | $2,460-7.1% | $4,876-53.2% |
| Participant deferral / active EE | $6,971 | $4,498+55.0% | $3,438+102.8% | $5,439+28.2% |
| Admin fee / account holder | $61 | $8,613-99.3% | $5,558-98.9% | $10,885-99.4% |