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 | $57,584 | $232,540-75.2% | $185,117-68.9% | $147,584-61.0% |
| Participation rate | 71.4% | 82.4%-10.9pp | 77.3%-5.8pp | 82.8%-11.4pp |
| Annual return | 22.10% | 43.03%-20.9pp | 40.50%-18.4pp | 578.55%-556.5pp |
| Employer contribution / active EE | $1,170 | $5,195-77.5% | $4,182-72.0% | $4,876-76.0% |
| Participant deferral / active EE | $6,066 | $5,834+4.0% | $5,045+20.2% | $5,439+11.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |