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 | $47,748 | $112,096-57.4% | $95,952-50.2% | $158,922-70.0% |
| Participation rate | 78.3% | 79.0%-0.7pp | 77.1%+1.2pp | 82.0%-3.7pp |
| Annual return | 16.15% | 171.09%-154.9pp | 91.61%-75.5pp | 302.83%-286.7pp |
| Employer contribution / active EE | $2,069 | $3,198-35.3% | $2,541-18.6% | $4,761-56.5% |
| Participant deferral / active EE | $3,969 | $4,784-17.0% | $4,167-4.8% | $5,982-33.7% |
| Admin fee / account holder | $29 | $10,130-99.7% | $6,795-99.6% | $11,246-99.7% |