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 | $144,797 | $209,411-30.9% | $178,490-18.9% | $158,922-8.9% |
| Participation rate | 75.0% | 86.3%-11.3pp | 81.9%-6.9pp | 82.0%-7.0pp |
| Annual return | 22.18% | 188.75%-166.6pp | 151.07%-128.9pp | 302.83%-280.6pp |
| Employer contribution / active EE | $2,856 | $5,706-50.0% | $5,011-43.0% | $4,761-40.0% |
| Participant deferral / active EE | $3,794 | $5,954-36.3% | $5,202-27.1% | $5,982-36.6% |
| Admin fee / account holder | $15 | $17,074-99.9% | $13,984-99.9% | $11,246-99.9% |