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 | $50,601 | $177,572-71.5% | $154,803-67.3% | $142,382-64.5% |
| Participation rate | 76.9% | 82.1%-5.1pp | 78.1%-1.1pp | 80.1%-3.2pp |
| Annual return | 18.38% | 65.07%-46.7pp | 58.88%-40.5pp | 217.08%-198.7pp |
| Employer contribution / active EE | $1,656 | $4,810-65.6% | $4,305-61.5% | $4,299-61.5% |
| Participant deferral / active EE | $5,618 | $6,272-10.4% | $5,540+1.4% | $6,507-13.7% |
| Admin fee / account holder | $195 | $16,786-98.8% | $14,329-98.6% | $12,624-98.5% |