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 | $79,768 | $209,411-61.9% | $178,490-55.3% | $158,922-49.8% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 19.58% | 188.75%-169.2pp | 151.07%-131.5pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,747 | $5,706-69.4% | $5,011-65.1% | $4,761-63.3% |
| Participant deferral / active EE | $6,846 | $5,954+15.0% | $5,202+31.6% | $5,982+14.4% |
| Admin fee / account holder | $246 | $17,074-98.6% | $13,984-98.2% | $11,246-97.8% |