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 | $62,141 | $175,202-64.5% | $149,673-58.5% | $139,434-55.4% |
| Participation rate | 77.8% | 83.4%-5.6pp | 78.8%-1.0pp | 80.3%-2.5pp |
| Annual return | 84.76% | 166.71%-81.9pp | 134.42%-49.7pp | 372.94%-288.2pp |
| Employer contribution / active EE | $2,307 | $5,474-57.9% | $4,818-52.1% | $4,751-51.5% |
| Participant deferral / active EE | $3,295 | $6,519-49.5% | $5,680-42.0% | $6,710-50.9% |
| Admin fee / account holder | $227 | $16,150-98.6% | $13,210-98.3% | $11,403-98.0% |