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 | $37,031 | $107,934-65.7% | $91,989-59.7% | $152,861-75.8% |
| Participation rate | 78.3% | 81.2%-2.9pp | 78.6%-0.4pp | 82.4%-4.2pp |
| Annual return | 23.35% | 89.24%-65.9pp | 69.02%-45.7pp | 345.32%-322.0pp |
| Employer contribution / active EE | $2,877 | $4,210-31.7% | $3,452-16.6% | $4,762-39.6% |
| Participant deferral / active EE | $5,981 | $6,364-6.0% | $5,923+1.0% | $5,850+2.2% |
| Admin fee / account holder | $93 | $10,520-99.1% | $7,743-98.8% | $11,596-99.2% |