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 | $129,601 | $176,812-26.7% | $146,665-11.6% | $167,490-22.6% |
| Participation rate | 73.3% | 83.6%-10.3pp | 80.1%-6.7pp | 82.1%-8.8pp |
| Annual return | 10.59% | 24.03%-13.4pp | 22.74%-12.2pp | 478.56%-468.0pp |
| Employer contribution / active EE | $2,861 | $5,160-44.6% | $4,136-30.8% | $4,837-40.9% |
| Participant deferral / active EE | $4,665 | $6,440-27.6% | $5,506-15.3% | $6,341-26.4% |
| Admin fee / account holder | $1 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |