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 | $57,078 | $99,652-42.7% | $78,778-27.5% | $147,584-61.3% |
| Participation rate | 76.2% | 76.2%0pp | 69.2%+7.0pp | 82.8%-6.6pp |
| Annual return | 18.97% | 47.28%-28.3pp | 35.62%-16.6pp | 578.55%-559.6pp |
| Employer contribution / active EE | $1,474 | $2,796-47.3% | $1,986-25.8% | $4,876-69.8% |
| Participant deferral / active EE | $5,147 | $3,664+40.5% | $2,958+74.0% | $5,439-5.4% |
| Admin fee / account holder | $223 | $7,155-96.9% | $5,134-95.7% | $10,885-98.0% |