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 | $32,971 | $209,411-84.3% | $178,490-81.5% | $158,922-79.3% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 11.30% | 188.75%-177.5pp | 151.07%-139.8pp | 302.83%-291.5pp |
| Employer contribution / active EE | $2,204 | $5,706-61.4% | $5,011-56.0% | $4,761-53.7% |
| Participant deferral / active EE | $8,930 | $5,954+50.0% | $5,202+71.7% | $5,982+49.3% |
| Admin fee / account holder | $127 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |