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 | $76,690 | $112,096-31.6% | $95,952-20.1% | $158,922-51.7% |
| Participation rate | 78.6% | 79.0%-0.4pp | 77.1%+1.5pp | 82.0%-3.4pp |
| Annual return | 19.55% | 171.09%-151.5pp | 91.61%-72.1pp | 302.83%-283.3pp |
| Employer contribution / active EE | $2,061 | $3,198-35.6% | $2,541-18.9% | $4,761-56.7% |
| Participant deferral / active EE | $3,426 | $4,784-28.4% | $4,167-17.8% | $5,982-42.7% |
| Admin fee / account holder | $3 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |