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 | $32,882 | $175,202-81.2% | $149,673-78.0% | $139,434-76.4% |
| Participation rate | 80.0% | 83.4%-3.4pp | 78.8%+1.2pp | 80.3%-0.3pp |
| Annual return | 19.64% | 166.71%-147.1pp | 134.42%-114.8pp | 372.94%-353.3pp |
| Employer contribution / active EE | $2,138 | $5,474-60.9% | $4,818-55.6% | $4,751-55.0% |
| Participant deferral / active EE | $4,075 | $6,519-37.5% | $5,680-28.3% | $6,710-39.3% |
| Admin fee / account holder | $239 | $16,150-98.5% | $13,210-98.2% | $11,403-97.9% |