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 | $83,228 | $198,466-58.1% | $170,442-51.2% | $147,584-43.6% |
| Participation rate | 78.6% | 88.0%-9.4pp | 83.6%-5.0pp | 82.8%-4.3pp |
| Annual return | 18.87% | 257.29%-238.4pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $2,857 | $6,184-53.8% | $5,433-47.4% | $4,876-41.4% |
| Participant deferral / active EE | $3,443 | $5,629-38.8% | $4,939-30.3% | $5,439-36.7% |
| Admin fee / account holder | $255 | $16,852-98.5% | $13,880-98.2% | $10,885-97.7% |