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 | $86,757 | $209,411-58.6% | $178,490-51.4% | $158,922-45.4% |
| Participation rate | 72.2% | 86.3%-14.1pp | 81.9%-9.7pp | 82.0%-9.7pp |
| Annual return | 11.33% | 188.75%-177.4pp | 151.07%-139.7pp | 302.83%-291.5pp |
| Employer contribution / active EE | $1,619 | $5,706-71.6% | $5,011-67.7% | $4,761-66.0% |
| Participant deferral / active EE | $3,668 | $5,954-38.4% | $5,202-29.5% | $5,982-38.7% |
| Admin fee / account holder | $100 | $17,074-99.4% | $13,984-99.3% | $11,246-99.1% |