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 | $46,552 | $148,534-68.7% | $135,903-65.7% | $139,434-66.6% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 20.42% | 79.19%-58.8pp | 68.23%-47.8pp | 372.94%-352.5pp |
| Employer contribution / active EE | $2,102 | $5,243-59.9% | $4,856-56.7% | $4,751-55.7% |
| Participant deferral / active EE | $4,155 | $8,100-48.7% | $7,758-46.4% | $6,710-38.1% |
| Admin fee / account holder | $164 | $12,400-98.7% | $10,762-98.5% | $11,403-98.6% |