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 | $33,714 | $175,202-80.8% | $149,673-77.5% | $139,434-75.8% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 15.87% | 166.71%-150.8pp | 134.42%-118.5pp | 372.94%-357.1pp |
| Employer contribution / active EE | $2,228 | $5,474-59.3% | $4,818-53.8% | $4,751-53.1% |
| Participant deferral / active EE | $5,157 | $6,519-20.9% | $5,680-9.2% | $6,710-23.2% |
| Admin fee / account holder | $136 | $16,150-99.2% | $13,210-99.0% | $11,403-98.8% |