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 | $97,478 | $209,411-53.5% | $178,490-45.4% | $158,922-38.7% |
| Participation rate | 76.9% | 86.3%-9.4pp | 81.9%-5.0pp | 82.0%-5.0pp |
| Annual return | 14.43% | 188.75%-174.3pp | 151.07%-136.6pp | 302.83%-288.4pp |
| Employer contribution / active EE | $1,225 | $5,706-78.5% | $5,011-75.6% | $4,761-74.3% |
| Participant deferral / active EE | $5,761 | $5,954-3.2% | $5,202+10.8% | $5,982-3.7% |
| Admin fee / account holder | $171 | $17,074-99.0% | $13,984-98.8% | $11,246-98.5% |