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 | $69,026 | $209,411-67.0% | $178,490-61.3% | $158,922-56.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 16.81% | 188.75%-171.9pp | 151.07%-134.3pp | 302.83%-286.0pp |
| Employer contribution / active EE | $1,859 | $5,706-67.4% | $5,011-62.9% | $4,761-61.0% |
| Participant deferral / active EE | $2,600 | $5,954-56.3% | $5,202-50.0% | $5,982-56.5% |
| Admin fee / account holder | $39 | $17,074-99.8% | $13,984-99.7% | $11,246-99.7% |