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 | $64,415 | $178,174-63.8% | $156,181-58.8% | $137,256-53.1% |
| Participation rate | 75.0% | 82.0%-7.0pp | 78.8%-3.8pp | 80.0%-5.0pp |
| Annual return | 11.65% | 84.19%-72.5pp | 64.87%-53.2pp | 220.34%-208.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $2,700 | $6,888-60.8% | $6,132-56.0% | $6,407-57.9% |
| Admin fee / account holder | $167 | $17,404-99.0% | $14,586-98.9% | $12,270-98.6% |