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 | $36,389 | $165,335-78.0% | $149,696-75.7% | $158,922-77.1% |
| Participation rate | 83.3% | 84.6%-1.2pp | 82.5%+0.9pp | 82.0%+1.4pp |
| Annual return | 34.96% | 348.15%-313.2pp | 276.60%-241.6pp | 302.83%-267.9pp |
| Employer contribution / active EE | $1,120 | $5,103-78.1% | $4,644-75.9% | $4,761-76.5% |
| Participant deferral / active EE | $3,682 | $7,181-48.7% | $6,842-46.2% | $5,982-38.4% |
| Admin fee / account holder | $97 | $10,807-99.1% | $9,309-99.0% | $11,246-99.1% |