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 | $50,902 | $198,466-74.4% | $170,442-70.1% | $147,584-65.5% |
| Participation rate | 75.0% | 88.0%-13.0pp | 83.6%-8.6pp | 82.8%-7.8pp |
| Annual return | 20.71% | 257.29%-236.6pp | 205.93%-185.2pp | 578.55%-557.8pp |
| Employer contribution / active EE | $1,566 | $6,184-74.7% | $5,433-71.2% | $4,876-67.9% |
| Participant deferral / active EE | $2,938 | $5,629-47.8% | $4,939-40.5% | $5,439-46.0% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |