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 | $82,497 | $197,591-58.2% | $177,821-53.6% | $158,922-48.1% |
| Participation rate | 77.8% | 88.5%-10.8pp | 87.7%-9.9pp | 82.0%-4.2pp |
| Annual return | 17.10% | 58.76%-41.7pp | 48.32%-31.2pp | 302.83%-285.7pp |
| Employer contribution / active EE | $1,711 | $6,697-74.4% | $5,918-71.1% | $4,761-64.1% |
| Participant deferral / active EE | $5,646 | $8,405-32.8% | $7,714-26.8% | $5,982-5.6% |
| Admin fee / account holder | $240 | $15,399-98.4% | $12,427-98.1% | $11,246-97.9% |