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 | $52,762 | $100,773-47.6% | $88,946-40.7% | $142,382-62.9% |
| Participation rate | 85.7% | 74.3%+11.4pp | 68.8%+16.9pp | 80.1%+5.6pp |
| Annual return | 19.55% | 70.18%-50.6pp | 57.82%-38.3pp | 217.08%-197.5pp |
| Employer contribution / active EE | $1,996 | $2,918-31.6% | $2,555-21.9% | $4,299-53.6% |
| Participant deferral / active EE | $4,079 | $5,230-22.0% | $4,581-11.0% | $6,507-37.3% |
| Admin fee / account holder | $213 | $9,693-97.8% | $8,261-97.4% | $12,624-98.3% |