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 | $46,761 | $217,402-78.5% | $185,823-74.8% | $167,490-72.1% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 19.02% | 148.36%-129.3pp | 122.05%-103.0pp | 478.56%-459.5pp |
| Employer contribution / active EE | $2,047 | $5,873-65.1% | $5,167-60.4% | $4,837-57.7% |
| Participant deferral / active EE | $5,440 | $6,356-14.4% | $5,568-2.3% | $6,341-14.2% |
| Admin fee / account holder | $4 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |