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 | $65,420 | $227,553-71.3% | $189,557-65.5% | $167,490-60.9% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 26.60% | 78.40%-51.8pp | 64.17%-37.6pp | 478.56%-452.0pp |
| Employer contribution / active EE | $1,357 | $5,316-74.5% | $4,412-69.2% | $4,837-71.9% |
| Participant deferral / active EE | $2,831 | $7,002-59.6% | $6,174-54.1% | $6,341-55.4% |
| Admin fee / account holder | $90 | $11,878-99.2% | $9,807-99.1% | $12,309-99.3% |