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 | $63,352 | $117,841-46.2% | $102,423-38.1% | $145,922-56.6% |
| Participation rate | 75.0% | 78.6%-3.6pp | 76.5%-1.5pp | 80.3%-5.3pp |
| Annual return | 11.09% | 31.65%-20.6pp | 29.32%-18.2pp | 561.29%-550.2pp |
| Employer contribution / active EE | $1,953 | $3,615-46.0% | $3,023-35.4% | $4,660-58.1% |
| Participant deferral / active EE | $6,253 | $5,731+9.1% | $5,053+23.8% | $6,688-6.5% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |