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 | $87,753 | $177,572-50.6% | $154,803-43.3% | $142,382-38.4% |
| Participation rate | 75.0% | 82.1%-7.1pp | 78.1%-3.1pp | 80.1%-5.1pp |
| Annual return | 11.47% | 65.07%-53.6pp | 58.88%-47.4pp | 217.08%-205.6pp |
| Employer contribution / active EE | $2,300 | $4,810-52.2% | $4,305-46.6% | $4,299-46.5% |
| Participant deferral / active EE | $2,842 | $6,272-54.7% | $5,540-48.7% | $6,507-56.3% |
| Admin fee / account holder | $0 | $16,786-100.0% | $14,329-100.0% | $12,624-100.0% |