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 | $72,215 | $228,332-68.4% | $185,823-61.1% | $158,922-54.6% |
| Participation rate | 80.0% | 82.3%-2.3pp | 78.0%+2.0pp | 82.0%-2.0pp |
| Annual return | 11.61% | 40.80%-29.2pp | 35.95%-24.3pp | 302.83%-291.2pp |
| Employer contribution / active EE | $1,624 | $4,967-67.3% | $4,087-60.3% | $4,761-65.9% |
| Participant deferral / active EE | $2,177 | $6,415-66.1% | $5,632-61.3% | $5,982-63.6% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |