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 | $81,527 | $166,020-50.9% | $164,866-50.5% | $145,959-44.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.6%-3.6pp | 80.3%-5.3pp |
| Annual return | 16.06% | 100.08%-84.0pp | 69.97%-53.9pp | 561.95%-545.9pp |
| Employer contribution / active EE | $3,244 | $5,275-38.5% | $4,343-25.3% | $4,661-30.4% |
| Participant deferral / active EE | $3,955 | $6,961-43.2% | $6,033-34.4% | $6,689-40.9% |
| Admin fee / account holder | $18 | $16,644-99.9% | $12,689-99.9% | $13,398-99.9% |