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 | $31,569 | $209,411-84.9% | $178,490-82.3% | $158,922-80.1% |
| Participation rate | 72.7% | 86.3%-13.6pp | 81.9%-9.2pp | 82.0%-9.2pp |
| Annual return | 21.12% | 188.75%-167.6pp | 151.07%-130.0pp | 302.83%-281.7pp |
| Employer contribution / active EE | $1,572 | $5,706-72.5% | $5,011-68.6% | $4,761-67.0% |
| Participant deferral / active EE | $3,064 | $5,954-48.5% | $5,202-41.1% | $5,982-48.8% |
| Admin fee / account holder | $17 | $17,074-99.9% | $13,984-99.9% | $11,246-99.8% |