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 | $35,210 | $77,730-54.7% | $70,164-49.8% | $139,434-74.7% |
| Participation rate | 75.0% | 83.2%-8.2pp | 78.8%-3.8pp | 80.3%-5.3pp |
| Annual return | 13.79% | 18.98%-5.2pp | 18.87%-5.1pp | 372.94%-359.2pp |
| Employer contribution / active EE | $2,099 | $4,990-57.9% | $4,287-51.0% | $4,751-55.8% |
| Participant deferral / active EE | $3,176 | $6,448-50.7% | $5,395-41.1% | $6,710-52.7% |
| Admin fee / account holder | $176 | $5,368-96.7% | $4,561-96.1% | $11,403-98.5% |