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 | $79,735 | $114,381-30.3% | $107,525-25.8% | $142,382-44.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 75.1%-0.1pp | 80.1%-5.1pp |
| Annual return | 19.20% | 242.71%-223.5pp | 181.32%-162.1pp | 217.08%-197.9pp |
| Employer contribution / active EE | $3,023 | $4,015-24.7% | $3,754-19.5% | $4,299-29.7% |
| Participant deferral / active EE | $0 | $5,564-100.0% | $5,116-100.0% | $6,507-100.0% |
| Admin fee / account holder | $2 | $9,860-100.0% | $8,919-100.0% | $12,624-100.0% |