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 | $49,289 | $185,822-73.5% | $169,993-71.0% | $139,434-64.7% |
| Participation rate | 83.3% | 87.8%-4.4pp | 87.0%-3.7pp | 80.3%+3.0pp |
| Annual return | 20.60% | 60.50%-39.9pp | 53.37%-32.8pp | 372.94%-352.3pp |
| Employer contribution / active EE | $2,124 | $7,590-72.0% | $6,785-68.7% | $4,751-55.3% |
| Participant deferral / active EE | $3,445 | $11,622-70.4% | $10,408-66.9% | $6,710-48.7% |
| Admin fee / account holder | $42 | $15,381-99.7% | $12,815-99.7% | $11,403-99.6% |