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 | $100,360 | $165,335-39.3% | $149,696-33.0% | $158,922-36.8% |
| Participation rate | 78.9% | 84.6%-5.6pp | 82.5%-3.5pp | 82.0%-3.0pp |
| Annual return | 11.77% | 348.15%-336.4pp | 276.60%-264.8pp | 302.83%-291.1pp |
| Employer contribution / active EE | $2,284 | $5,103-55.2% | $4,644-50.8% | $4,761-52.0% |
| Participant deferral / active EE | $5,671 | $7,181-21.0% | $6,842-17.1% | $5,982-5.2% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |