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 | $76,015 | $217,402-65.0% | $185,823-59.1% | $167,490-54.6% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 24.78% | 148.36%-123.6pp | 122.05%-97.3pp | 478.56%-453.8pp |
| Employer contribution / active EE | $1,524 | $5,873-74.0% | $5,167-70.5% | $4,837-68.5% |
| Participant deferral / active EE | $5,780 | $6,356-9.1% | $5,568+3.8% | $6,341-8.9% |
| Admin fee / account holder | $20 | $19,811-99.9% | $16,237-99.9% | $12,309-99.8% |