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 | $41,766 | $176,812-76.4% | $146,665-71.5% | $167,490-75.1% |
| Participation rate | 78.9% | 83.6%-4.7pp | 80.1%-1.1pp | 82.1%-3.2pp |
| Annual return | 16.53% | 24.03%-7.5pp | 22.74%-6.2pp | 478.56%-462.0pp |
| Employer contribution / active EE | $2,210 | $5,160-57.2% | $4,136-46.6% | $4,837-54.3% |
| Participant deferral / active EE | $6,226 | $6,440-3.3% | $5,506+13.1% | $6,341-1.8% |
| Admin fee / account holder | $281 | $13,259-97.9% | $10,280-97.3% | $12,309-97.7% |