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 | $86,742 | $177,572-51.2% | $154,803-44.0% | $142,382-39.1% |
| Participation rate | 81.8% | 82.1%-0.2pp | 78.1%+3.7pp | 80.1%+1.7pp |
| Annual return | 18.25% | 65.07%-46.8pp | 58.88%-40.6pp | 217.08%-198.8pp |
| Employer contribution / active EE | $2,155 | $4,810-55.2% | $4,305-49.9% | $4,299-49.9% |
| Participant deferral / active EE | $4,089 | $6,272-34.8% | $5,540-26.2% | $6,507-37.2% |
| Admin fee / account holder | $5 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |