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 | $81,226 | $121,625-33.2% | $104,607-22.4% | $158,922-48.9% |
| Participation rate | 71.4% | 77.5%-6.1pp | 74.1%-2.7pp | 82.0%-10.5pp |
| Annual return | 19.46% | 465.26%-445.8pp | 340.46%-321.0pp | 302.83%-283.4pp |
| Employer contribution / active EE | $2,669 | $3,163-15.6% | $2,681-0.4% | $4,761-43.9% |
| Participant deferral / active EE | $6,483 | $4,177+55.2% | $3,740+73.4% | $5,982+8.4% |
| Admin fee / account holder | $0 | $7,787-100.0% | $6,473-100.0% | $11,246-100.0% |