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 | $68,254 | $115,770-41.0% | $101,248-32.6% | $158,922-57.1% |
| Participation rate | 75.0% | 79.4%-4.4pp | 75.8%-0.8pp | 82.0%-7.0pp |
| Annual return | 12.92% | 56.14%-43.2pp | 46.47%-33.6pp | 302.83%-289.9pp |
| Employer contribution / active EE | $3,292 | $4,175-21.2% | $3,660-10.1% | $4,761-30.9% |
| Participant deferral / active EE | $5,154 | $4,957+4.0% | $4,370+17.9% | $5,982-13.9% |
| Admin fee / account holder | $214 | $7,245-97.1% | $5,945-96.4% | $11,246-98.1% |