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 | $30,406 | $175,202-82.6% | $149,673-79.7% | $139,434-78.2% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 11.65% | 166.71%-155.1pp | 134.42%-122.8pp | 372.94%-361.3pp |
| Employer contribution / active EE | $3,117 | $5,474-43.1% | $4,818-35.3% | $4,751-34.4% |
| Participant deferral / active EE | $5,779 | $6,519-11.3% | $5,680+1.7% | $6,710-13.9% |
| Admin fee / account holder | $148 | $16,150-99.1% | $13,210-98.9% | $11,403-98.7% |