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 | $58,866 | $209,411-71.9% | $178,490-67.0% | $158,922-63.0% |
| Participation rate | 77.8% | 86.3%-8.6pp | 81.9%-4.1pp | 82.0%-4.2pp |
| Annual return | 17.70% | 188.75%-171.1pp | 151.07%-133.4pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,655 | $5,706-71.0% | $5,011-67.0% | $4,761-65.2% |
| Participant deferral / active EE | $2,441 | $5,954-59.0% | $5,202-53.1% | $5,982-59.2% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |