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 | $109,421 | $209,411-47.7% | $178,490-38.7% | $158,922-31.1% |
| Participation rate | 70.0% | 86.3%-16.3pp | 81.9%-11.9pp | 82.0%-12.0pp |
| Annual return | 20.13% | 188.75%-168.6pp | 151.07%-130.9pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,542 | $5,706-55.5% | $5,011-49.3% | $4,761-46.6% |
| Participant deferral / active EE | $3,449 | $5,954-42.1% | $5,202-33.7% | $5,982-42.3% |
| Admin fee / account holder | $52 | $17,074-99.7% | $13,984-99.6% | $11,246-99.5% |