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 | $43,835 | $217,402-79.8% | $185,823-76.4% | $167,490-73.8% |
| Participation rate | 80.0% | 86.0%-6.0pp | 81.7%-1.7pp | 82.1%-2.1pp |
| Annual return | 16.90% | 148.36%-131.5pp | 122.05%-105.2pp | 478.56%-461.7pp |
| Employer contribution / active EE | $2,746 | $5,873-53.3% | $5,167-46.9% | $4,837-43.2% |
| Participant deferral / active EE | $7,440 | $6,356+17.0% | $5,568+33.6% | $6,341+17.3% |
| Admin fee / account holder | $234 | $19,811-98.8% | $16,237-98.6% | $12,309-98.1% |