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 | $31,536 | $202,432-84.4% | $169,368-81.4% | $139,434-77.4% |
| Participation rate | 75.0% | 81.1%-6.1pp | 77.1%-2.1pp | 80.3%-5.3pp |
| Annual return | 13.35% | 531.74%-518.4pp | 405.60%-392.2pp | 372.94%-359.6pp |
| Employer contribution / active EE | $2,153 | $4,692-54.1% | $4,013-46.3% | $4,751-54.7% |
| Participant deferral / active EE | $4,407 | $6,938-36.5% | $6,221-29.2% | $6,710-34.3% |
| Admin fee / account holder | $203 | $10,708-98.1% | $9,003-97.7% | $11,403-98.2% |