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 | $39,985 | $209,411-80.9% | $178,490-77.6% | $158,922-74.8% |
| Participation rate | 93.3% | 86.3%+7.0pp | 81.9%+11.4pp | 82.0%+11.4pp |
| Annual return | 7.43% | 188.75%-181.3pp | 151.07%-143.6pp | 302.83%-295.4pp |
| Employer contribution / active EE | $0 | $5,706-100.0% | $5,011-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,661 | $5,954-55.3% | $5,202-48.8% | $5,982-55.5% |
| Admin fee / account holder | $125 | $17,074-99.3% | $13,984-99.1% | $11,246-98.9% |