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 | $76,903 | $202,318-62.0% | $172,739-55.5% | $152,861-49.7% |
| Participation rate | 85.0% | 87.1%-2.1pp | 82.6%+2.4pp | 82.4%+2.6pp |
| Annual return | 22.61% | 1029.65%-1007.0pp | 802.84%-780.2pp | 345.32%-322.7pp |
| Employer contribution / active EE | $2,684 | $5,856-54.2% | $5,143-47.8% | $4,762-43.6% |
| Participant deferral / active EE | $5,464 | $5,948-8.1% | $5,198+5.1% | $5,850-6.6% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |