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 | $132,551 | $209,411-36.7% | $178,490-25.7% | $158,922-16.6% |
| Participation rate | 80.0% | 86.3%-6.3pp | 81.9%-1.9pp | 82.0%-2.0pp |
| Annual return | 28.31% | 188.75%-160.4pp | 151.07%-122.8pp | 302.83%-274.5pp |
| Employer contribution / active EE | $2,686 | $5,706-52.9% | $5,011-46.4% | $4,761-43.6% |
| Participant deferral / active EE | $5,616 | $5,954-5.7% | $5,202+8.0% | $5,982-6.1% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |