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 | $49,747 | $114,237-56.5% | $119,258-58.3% | $167,490-70.3% |
| Participation rate | 87.5% | 83.7%+3.8pp | 82.7%+4.8pp | 82.1%+5.4pp |
| Annual return | 10.39% | 29.87%-19.5pp | 30.69%-20.3pp | 478.56%-468.2pp |
| Employer contribution / active EE | $2,867 | $4,481-36.0% | $4,384-34.6% | $4,837-40.7% |
| Participant deferral / active EE | $3,615 | $6,084-40.6% | $6,111-40.8% | $6,341-43.0% |
| Admin fee / account holder | $31 | $8,932-99.7% | $7,226-99.6% | $12,309-99.7% |