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 | $73,810 | $115,882-36.3% | $100,516-26.6% | $158,922-53.6% |
| Participation rate | 80.0% | 81.6%-1.6pp | 79.4%+0.6pp | 82.0%-2.0pp |
| Annual return | 18.03% | 34.79%-16.8pp | 30.89%-12.9pp | 302.83%-284.8pp |
| Employer contribution / active EE | $3,729 | $4,103-9.1% | $3,418+9.1% | $4,761-21.7% |
| Participant deferral / active EE | $4,577 | $6,674-31.4% | $6,270-27.0% | $5,982-23.5% |
| Admin fee / account holder | $34 | $10,995-99.7% | $8,081-99.6% | $11,246-99.7% |