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 | $68,374 | $85,766-20.3% | $136,294-49.8% | $70,131-2.5% |
| Participation rate | 87.1% | 74.2%+12.9pp | 81.9%+5.2pp | 69.5%+17.6pp |
| Annual return | 20.24% | 31.45%-11.2pp | 5155.94%-5135.7pp | 73.14%-52.9pp |
| Employer contribution / active EE | $1,564 | $2,966-47.3% | $4,695-66.7% | $2,342-33.2% |
| Participant deferral / active EE | $5,360 | $5,051+6.1% | $6,247-14.2% | $3,332+60.9% |
| Admin fee / account holder | $224 | $5,420-95.9% | $9,243-97.6% | $4,645-95.2% |