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 | $65,406 | $214,378-69.5% | $200,582-67.4% | $142,382-54.1% |
| Participation rate | 85.7% | 87.4%-1.7pp | 86.9%-1.2pp | 80.1%+5.6pp |
| Annual return | 21.77% | 46.41%-24.6pp | 42.33%-20.6pp | 217.08%-195.3pp |
| Employer contribution / active EE | $3,028 | $6,841-55.7% | $6,419-52.8% | $4,299-29.6% |
| Participant deferral / active EE | $6,145 | $9,865-37.7% | $9,331-34.1% | $6,507-5.6% |
| Admin fee / account holder | $24 | $17,692-99.9% | $16,305-99.9% | $12,624-99.8% |