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 | $63,330 | $217,402-70.9% | $185,823-65.9% | $167,490-62.2% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 20.27% | 148.36%-128.1pp | 122.05%-101.8pp | 478.56%-458.3pp |
| Employer contribution / active EE | $1,951 | $5,873-66.8% | $5,167-62.2% | $4,837-59.7% |
| Participant deferral / active EE | $3,202 | $6,356-49.6% | $5,568-42.5% | $6,341-49.5% |
| Admin fee / account holder | $30 | $19,811-99.8% | $16,237-99.8% | $12,309-99.8% |