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 | $80,272 | $175,202-54.2% | $149,673-46.4% | $139,434-42.4% |
| Participation rate | 76.2% | 83.4%-7.2pp | 78.8%-2.6pp | 80.3%-4.1pp |
| Annual return | 15.05% | 166.71%-151.7pp | 134.42%-119.4pp | 372.94%-357.9pp |
| Employer contribution / active EE | $2,594 | $5,474-52.6% | $4,818-46.2% | $4,751-45.4% |
| Participant deferral / active EE | $4,289 | $6,519-34.2% | $5,680-24.5% | $6,710-36.1% |
| Admin fee / account holder | $180 | $16,150-98.9% | $13,210-98.6% | $11,403-98.4% |