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 | $98,018 | $148,534-34.0% | $135,903-27.9% | $139,434-29.7% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 15.23% | 79.19%-64.0pp | 68.23%-53.0pp | 372.94%-357.7pp |
| Employer contribution / active EE | $2,343 | $5,243-55.3% | $4,856-51.8% | $4,751-50.7% |
| Participant deferral / active EE | $5,279 | $8,100-34.8% | $7,758-32.0% | $6,710-21.3% |
| Admin fee / account holder | $30 | $12,400-99.8% | $10,762-99.7% | $11,403-99.7% |