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 | $122,670 | $176,056-30.3% | $159,436-23.1% | $167,490-26.8% |
| Participation rate | 75.0% | 84.9%-9.9pp | 82.8%-7.8pp | 82.1%-7.1pp |
| Annual return | 15.67% | 331.75%-316.1pp | 263.57%-247.9pp | 478.56%-462.9pp |
| Employer contribution / active EE | $2,329 | $5,297-56.0% | $4,829-51.8% | $4,837-51.9% |
| Participant deferral / active EE | $9,284 | $7,750+19.8% | $7,352+26.3% | $6,341+46.4% |
| Admin fee / account holder | $5 | $12,554-100.0% | $10,799-100.0% | $12,309-100.0% |