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 | $60,261 | $175,202-65.6% | $149,673-59.7% | $139,434-56.8% |
| Participation rate | 72.7% | 83.4%-10.7pp | 78.8%-6.0pp | 80.3%-7.6pp |
| Annual return | 19.46% | 166.71%-147.3pp | 134.42%-115.0pp | 372.94%-353.5pp |
| Employer contribution / active EE | $2,497 | $5,474-54.4% | $4,818-48.2% | $4,751-47.4% |
| Participant deferral / active EE | $4,392 | $6,519-32.6% | $5,680-22.7% | $6,710-34.5% |
| Admin fee / account holder | $38 | $16,150-99.8% | $13,210-99.7% | $11,403-99.7% |