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 | $43,269 | $110,257-60.8% | $96,544-55.2% | $139,434-69.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 76.0%-1.0pp | 80.3%-5.3pp |
| Annual return | 11.66% | 26.32%-14.7pp | 25.84%-14.2pp | 372.94%-361.3pp |
| Employer contribution / active EE | $2,140 | $3,620-40.9% | $2,965-27.8% | $4,751-55.0% |
| Participant deferral / active EE | $3,476 | $5,548-37.3% | $4,851-28.3% | $6,710-48.2% |
| Admin fee / account holder | $201 | $11,591-98.3% | $8,252-97.6% | $11,403-98.2% |