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 | $65,816 | $198,466-66.8% | $170,442-61.4% | $147,584-55.4% |
| Participation rate | 87.5% | 88.0%-0.5pp | 83.6%+3.9pp | 82.8%+4.7pp |
| Annual return | 18.84% | 257.29%-238.5pp | 205.93%-187.1pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,596 | $6,184-74.2% | $5,433-70.6% | $4,876-67.3% |
| Participant deferral / active EE | $4,421 | $5,629-21.5% | $4,939-10.5% | $5,439-18.7% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |