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 | $27,432 | $228,332-88.0% | $185,823-85.2% | $158,922-82.7% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.0%-0.3pp | 82.0%-4.2pp |
| Annual return | 18.39% | 40.80%-22.4pp | 35.95%-17.6pp | 302.83%-284.4pp |
| Employer contribution / active EE | $1,356 | $4,967-72.7% | $4,087-66.8% | $4,761-71.5% |
| Participant deferral / active EE | $2,167 | $6,415-66.2% | $5,632-61.5% | $5,982-63.8% |
| Admin fee / account holder | $144 | $11,864-98.8% | $9,500-98.5% | $11,246-98.7% |