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 | $53,108 | $209,411-74.6% | $178,490-70.2% | $158,922-66.6% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 26.38% | 188.75%-162.4pp | 151.07%-124.7pp | 302.83%-276.4pp |
| Employer contribution / active EE | $2,773 | $5,706-51.4% | $5,011-44.7% | $4,761-41.8% |
| Participant deferral / active EE | $8,199 | $5,954+37.7% | $5,202+57.6% | $5,982+37.1% |
| Admin fee / account holder | $229 | $17,074-98.7% | $13,984-98.4% | $11,246-98.0% |