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 | $40,785 | $209,411-80.5% | $178,490-77.2% | $158,922-74.3% |
| Participation rate | 84.6% | 86.3%-1.7pp | 81.9%+2.7pp | 82.0%+2.7pp |
| Annual return | 9.28% | 188.75%-179.5pp | 151.07%-141.8pp | 302.83%-293.5pp |
| Employer contribution / active EE | $2,806 | $5,706-50.8% | $5,011-44.0% | $4,761-41.1% |
| Participant deferral / active EE | $4,626 | $5,954-22.3% | $5,202-11.1% | $5,982-22.7% |
| Admin fee / account holder | $111 | $17,074-99.4% | $13,984-99.2% | $11,246-99.0% |