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 | $30,731 | $106,515-71.1% | $96,683-68.2% | $139,434-78.0% |
| Participation rate | 78.3% | 77.8%+0.4pp | 74.3%+3.9pp | 80.3%-2.1pp |
| Annual return | 16.44% | 38.43%-22.0pp | 35.69%-19.3pp | 372.94%-356.5pp |
| Employer contribution / active EE | $1,751 | $4,103-57.3% | $3,737-53.2% | $4,751-63.2% |
| Participant deferral / active EE | $3,805 | $5,454-30.2% | $4,878-22.0% | $6,710-43.3% |
| Admin fee / account holder | $139 | $7,877-98.2% | $6,730-97.9% | $11,403-98.8% |