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 | $23,062 | $228,332-89.9% | $185,823-87.6% | $158,922-85.5% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 27.63% | 40.80%-13.2pp | 35.95%-8.3pp | 302.83%-275.2pp |
| Employer contribution / active EE | $3,040 | $4,967-38.8% | $4,087-25.6% | $4,761-36.1% |
| Participant deferral / active EE | $4,560 | $6,415-28.9% | $5,632-19.0% | $5,982-23.8% |
| Admin fee / account holder | $212 | $11,864-98.2% | $9,500-97.8% | $11,246-98.1% |