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 | $57,713 | $159,602-63.8% | $150,045-61.5% | $142,382-59.5% |
| Participation rate | 78.6% | 84.0%-5.4pp | 82.3%-3.8pp | 80.1%-1.5pp |
| Annual return | 17.31% | 70.24%-52.9pp | 62.55%-45.2pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,692 | $4,961-45.7% | $4,693-42.6% | $4,299-37.4% |
| Participant deferral / active EE | $6,917 | $8,310-16.8% | $7,997-13.5% | $6,507+6.3% |
| Admin fee / account holder | $177 | $14,846-98.8% | $13,435-98.7% | $12,624-98.6% |