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 | $38,948 | $116,175-66.5% | $93,606-58.4% | $152,861-74.5% |
| Participation rate | 73.3% | 78.0%-4.7pp | 75.8%-2.5pp | 82.4%-9.1pp |
| Annual return | 15.72% | 35.96%-20.2pp | 32.76%-17.0pp | 345.32%-329.6pp |
| Employer contribution / active EE | $1,232 | $3,218-61.7% | $2,718-54.7% | $4,762-74.1% |
| Participant deferral / active EE | $3,906 | $4,603-15.1% | $4,069-4.0% | $5,850-33.2% |
| Admin fee / account holder | $185 | $10,748-98.3% | $7,888-97.7% | $11,596-98.4% |