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 | $24,965 | $135,952-81.6% | $123,892-79.8% | $273,961-90.9% |
| Participation rate | 83.3% | 84.1%-0.7pp | 81.4%+1.9pp | 83.0%+0.3pp |
| Annual return | 189.21% | 56.63%+132.6pp | 47.52%+141.7pp | 41.45%+147.8pp |
| Employer contribution / active EE | $3,687 | $5,170-28.7% | $4,617-20.1% | $4,869-24.3% |
| Participant deferral / active EE | $5,257 | $6,343-17.1% | $5,984-12.2% | $5,287-0.6% |
| Admin fee / account holder | $0 | $9,817-100.0% | $8,357-100.0% | $10,132-100.0% |