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 | $69,265 | $198,466-65.1% | $170,442-59.4% | $147,584-53.1% |
| Participation rate | 85.7% | 88.0%-2.3pp | 83.6%+2.1pp | 82.8%+2.9pp |
| Annual return | 10.29% | 257.29%-247.0pp | 205.93%-195.6pp | 578.55%-568.3pp |
| Employer contribution / active EE | $6,572 | $6,184+6.3% | $5,433+21.0% | $4,876+34.8% |
| Participant deferral / active EE | $5,350 | $5,629-5.0% | $4,939+8.3% | $5,439-1.6% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |