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 | $40,365 | $198,466-79.7% | $170,442-76.3% | $147,584-72.6% |
| Participation rate | 81.3% | 88.0%-6.7pp | 83.6%-2.3pp | 82.8%-1.6pp |
| Annual return | 18.22% | 257.29%-239.1pp | 205.93%-187.7pp | 578.55%-560.3pp |
| Employer contribution / active EE | $2,355 | $6,184-61.9% | $5,433-56.7% | $4,876-51.7% |
| Participant deferral / active EE | $4,762 | $5,629-15.4% | $4,939-3.6% | $5,439-12.4% |
| Admin fee / account holder | $0 | $16,852-100.0% | $13,880-100.0% | $10,885-100.0% |