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 | $45,782 | $165,335-72.3% | $149,696-69.4% | $158,922-71.2% |
| Participation rate | 82.4% | 84.6%-2.2pp | 82.5%-0.1pp | 82.0%+0.4pp |
| Annual return | 20.17% | 348.15%-328.0pp | 276.60%-256.4pp | 302.83%-282.7pp |
| Employer contribution / active EE | $2,370 | $5,103-53.6% | $4,644-49.0% | $4,761-50.2% |
| Participant deferral / active EE | $4,089 | $7,181-43.1% | $6,842-40.2% | $5,982-31.6% |
| Admin fee / account holder | $61 | $10,807-99.4% | $9,309-99.3% | $11,246-99.5% |