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 | $73,897 | $154,228-52.1% | $145,433-49.2% | $137,256-46.2% |
| Participation rate | 73.3% | 83.8%-10.5pp | 82.1%-8.8pp | 80.0%-6.6pp |
| Annual return | 15.35% | 74.59%-59.2pp | 66.58%-51.2pp | 220.34%-205.0pp |
| Employer contribution / active EE | $1,602 | $4,804-66.6% | $4,554-64.8% | $4,156-61.4% |
| Participant deferral / active EE | $4,569 | $8,216-44.4% | $7,897-42.1% | $6,407-28.7% |
| Admin fee / account holder | $0 | $14,344-100.0% | $13,129-100.0% | $12,270-100.0% |