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 | $71,506 | $165,912-56.9% | $122,332-41.5% | $147,584-51.5% |
| Participation rate | 71.4% | 79.6%-8.1pp | 71.6%-0.2pp | 82.8%-11.4pp |
| Annual return | 7.33% | 34.55%-27.2pp | 30.27%-22.9pp | 578.55%-571.2pp |
| Employer contribution / active EE | $3,986 | $5,754-30.7% | $4,050-1.6% | $4,876-18.3% |
| Participant deferral / active EE | $3,092 | $4,005-22.8% | $3,287-5.9% | $5,439-43.1% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |