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 | $86,718 | $198,466-56.3% | $170,442-49.1% | $147,584-41.2% |
| Participation rate | 82.4% | 88.0%-5.6pp | 83.6%-1.2pp | 82.8%-0.5pp |
| Annual return | 25.37% | 257.29%-231.9pp | 205.93%-180.6pp | 578.55%-553.2pp |
| Employer contribution / active EE | $5,633 | $6,184-8.9% | $5,433+3.7% | $4,876+15.5% |
| Participant deferral / active EE | $3,543 | $5,629-37.1% | $4,939-28.3% | $5,439-34.9% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |