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 | $85,690 | $175,202-51.1% | $149,673-42.7% | $139,434-38.5% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 23.81% | 166.71%-142.9pp | 134.42%-110.6pp | 372.94%-349.1pp |
| Employer contribution / active EE | $1,705 | $5,474-68.9% | $4,818-64.6% | $4,751-64.1% |
| Participant deferral / active EE | $3,658 | $6,519-43.9% | $5,680-35.6% | $6,710-45.5% |
| Admin fee / account holder | $19 | $16,150-99.9% | $13,210-99.9% | $11,403-99.8% |