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 | $56,701 | $135,952-58.3% | $123,892-54.2% | $273,961-79.3% |
| Participation rate | 78.3% | 84.1%-5.8pp | 81.4%-3.2pp | 83.0%-4.8pp |
| Annual return | 7.43% | 56.63%-49.2pp | 47.52%-40.1pp | 41.45%-34.0pp |
| Employer contribution / active EE | $883 | $5,170-82.9% | $4,617-80.9% | $4,869-81.9% |
| Participant deferral / active EE | $4,160 | $6,343-34.4% | $5,984-30.5% | $5,287-21.3% |
| Admin fee / account holder | $280 | $9,817-97.1% | $8,357-96.6% | $10,132-97.2% |