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 | $85,911 | $175,202-51.0% | $149,673-42.6% | $139,434-38.4% |
| Participation rate | 75.0% | 83.4%-8.4pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 11.74% | 166.71%-155.0pp | 134.42%-122.7pp | 372.94%-361.2pp |
| Employer contribution / active EE | $2,601 | $5,474-52.5% | $4,818-46.0% | $4,751-45.3% |
| Participant deferral / active EE | $8,038 | $6,519+23.3% | $5,680+41.5% | $6,710+19.8% |
| Admin fee / account holder | $97 | $16,150-99.4% | $13,210-99.3% | $11,403-99.2% |