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 | $88,836 | $157,256-43.5% | $141,162-37.1% | $152,861-41.9% |
| Participation rate | 83.3% | 84.8%-1.5pp | 82.5%+0.9pp | 82.4%+0.9pp |
| Annual return | 25.05% | 64.32%-39.3pp | 71.39%-46.3pp | 345.32%-320.3pp |
| Employer contribution / active EE | $2,073 | $5,261-60.6% | $4,735-56.2% | $4,762-56.5% |
| Participant deferral / active EE | $9,114 | $7,109+28.2% | $6,709+35.8% | $5,850+55.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |