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 | $65,943 | $202,432-67.4% | $169,368-61.1% | $139,434-52.7% |
| Participation rate | 77.8% | 81.1%-3.3pp | 77.1%+0.6pp | 80.3%-2.5pp |
| Annual return | 15.09% | 531.74%-516.7pp | 405.60%-390.5pp | 372.94%-357.9pp |
| Employer contribution / active EE | $5,820 | $4,692+24.0% | $4,013+45.0% | $4,751+22.5% |
| Participant deferral / active EE | $8,109 | $6,938+16.9% | $6,221+30.3% | $6,710+20.9% |
| Admin fee / account holder | $247 | $10,708-97.7% | $9,003-97.3% | $11,403-97.8% |