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 | $70,714 | $217,402-67.5% | $185,823-61.9% | $167,490-57.8% |
| Participation rate | 72.2% | 86.0%-13.8pp | 81.7%-9.5pp | 82.1%-9.9pp |
| Annual return | 12.92% | 148.36%-135.4pp | 122.05%-109.1pp | 478.56%-465.6pp |
| Employer contribution / active EE | $1,799 | $5,873-69.4% | $5,167-65.2% | $4,837-62.8% |
| Participant deferral / active EE | $6,360 | $6,356+0.1% | $5,568+14.2% | $6,341+0.3% |
| Admin fee / account holder | $0 | $19,811-100.0% | $16,237-100.0% | $12,309-100.0% |