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 | $76,397 | $172,111-55.6% | $150,298-49.2% | $137,256-44.3% |
| Participation rate | 71.4% | 81.7%-10.3pp | 77.8%-6.3pp | 80.0%-8.5pp |
| Annual return | 19.77% | 69.37%-49.6pp | 62.79%-43.0pp | 220.34%-200.6pp |
| Employer contribution / active EE | $4,064 | $4,636-12.3% | $4,154-2.2% | $4,156-2.2% |
| Participant deferral / active EE | $4,944 | $6,166-19.8% | $5,453-9.3% | $6,407-22.8% |
| Admin fee / account holder | $147 | $16,471-99.1% | $14,116-99.0% | $12,270-98.8% |