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 | $53,845 | $209,411-74.3% | $178,490-69.8% | $158,922-66.1% |
| Participation rate | 71.4% | 86.3%-14.9pp | 81.9%-10.5pp | 82.0%-10.5pp |
| Annual return | 22.84% | 188.75%-165.9pp | 151.07%-128.2pp | 302.83%-280.0pp |
| Employer contribution / active EE | $1,319 | $5,706-76.9% | $5,011-73.7% | $4,761-72.3% |
| Participant deferral / active EE | $6,046 | $5,954+1.5% | $5,202+16.2% | $5,982+1.1% |
| Admin fee / account holder | $187 | $17,074-98.9% | $13,984-98.7% | $11,246-98.3% |