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 | $49,783 | $100,754-50.6% | $86,677-42.6% | $134,475-63.0% |
| Participation rate | 76.5% | 78.9%-2.5pp | 76.6%-0.1pp | 81.2%-4.8pp |
| Annual return | -17.36% | 29.04%-46.4pp | 35.91%-53.3pp | 417.96%-435.3pp |
| Employer contribution / active EE | $1,765 | $3,489-49.4% | $2,836-37.8% | $4,740-62.8% |
| Participant deferral / active EE | $2,270 | $5,338-57.5% | $4,656-51.2% | $6,400-64.5% |
| Admin fee / account holder | $251 | $10,926-97.7% | $7,493-96.6% | $11,426-97.8% |