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 | $79,188 | $227,553-65.2% | $189,557-58.2% | $167,490-52.7% |
| Participation rate | 75.0% | 82.5%-7.5pp | 78.4%-3.4pp | 82.1%-7.1pp |
| Annual return | 19.98% | 78.40%-58.4pp | 64.17%-44.2pp | 478.56%-458.6pp |
| Employer contribution / active EE | $1,767 | $5,316-66.8% | $4,412-60.0% | $4,837-63.5% |
| Participant deferral / active EE | $5,720 | $7,002-18.3% | $6,174-7.3% | $6,341-9.8% |
| Admin fee / account holder | $0 | $11,878-100.0% | $9,807-100.0% | $12,309-100.0% |