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 | $83,584 | $127,386-34.4% | $115,037-27.3% | $125,391-33.3% |
| Participation rate | 71.4% | 84.2%-12.7pp | 81.4%-9.9pp | 83.2%-11.8pp |
| Annual return | 5.69% | 31.28%-25.6pp | 26.14%-20.5pp | 282.22%-276.5pp |
| Employer contribution / active EE | $3,061 | $5,166-40.7% | $4,608-33.6% | $4,866-37.1% |
| Participant deferral / active EE | $5,514 | $6,423-14.2% | $6,026-8.5% | $5,352+3.0% |
| Admin fee / account holder | $252 | $9,516-97.3% | $8,175-96.9% | $9,540-97.4% |