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 | $74,139 | $197,591-62.5% | $177,821-58.3% | $158,922-53.3% |
| Participation rate | 90.0% | 88.5%+1.5pp | 87.7%+2.3pp | 82.0%+8.0pp |
| Annual return | 22.13% | 58.76%-36.6pp | 48.32%-26.2pp | 302.83%-280.7pp |
| Employer contribution / active EE | $2,065 | $6,697-69.2% | $5,918-65.1% | $4,761-56.6% |
| Participant deferral / active EE | $8,347 | $8,405-0.7% | $7,714+8.2% | $5,982+39.5% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |