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 | $47,437 | $105,931-55.2% | $81,930-42.1% | $158,922-70.2% |
| Participation rate | 70.8% | 75.6%-4.8pp | 72.0%-1.2pp | 82.0%-11.1pp |
| Annual return | 7.83% | 38.17%-30.3pp | 29.49%-21.7pp | 302.83%-295.0pp |
| Employer contribution / active EE | $813 | $7,800-89.6% | $4,310-81.1% | $4,761-82.9% |
| Participant deferral / active EE | $1,214 | $13,003-90.7% | $7,107-82.9% | $5,982-79.7% |
| Admin fee / account holder | $291 | $8,489-96.6% | $5,158-94.3% | $11,246-97.4% |