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 | $45,097 | $176,056-74.4% | $159,436-71.7% | $167,490-73.1% |
| Participation rate | 81.8% | 84.9%-3.1pp | 82.8%-1.0pp | 82.1%-0.3pp |
| Annual return | 14.33% | 331.75%-317.4pp | 263.57%-249.2pp | 478.56%-464.2pp |
| Employer contribution / active EE | $2,500 | $5,297-52.8% | $4,829-48.2% | $4,837-48.3% |
| Participant deferral / active EE | $2,747 | $7,750-64.6% | $7,352-62.6% | $6,341-56.7% |
| Admin fee / account holder | $244 | $12,554-98.1% | $10,799-97.7% | $12,309-98.0% |