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 | $39,220 | $162,781-75.9% | $133,956-70.7% | $158,922-75.3% |
| Participation rate | 77.8% | 83.2%-5.4pp | 79.8%-2.1pp | 82.0%-4.2pp |
| Annual return | 15.37% | 41.94%-26.6pp | 45.09%-29.7pp | 302.83%-287.5pp |
| Employer contribution / active EE | $1,772 | $4,975-64.4% | $3,919-54.8% | $4,761-62.8% |
| Participant deferral / active EE | $5,842 | $5,911-1.2% | $5,048+15.7% | $5,982-2.3% |
| Admin fee / account holder | $287 | $11,736-97.6% | $8,927-96.8% | $11,246-97.5% |