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 | $155,521 | $108,919+42.8% | $100,391+54.9% | $145,922+6.6% |
| Participation rate | 77.8% | 82.9%-5.2pp | 81.5%-3.7pp | 80.3%-2.5pp |
| Annual return | 15.64% | 57.88%-42.2pp | 49.20%-33.6pp | 561.29%-545.6pp |
| Employer contribution / active EE | $2,922 | $4,419-33.9% | $3,942-25.9% | $4,660-37.3% |
| Participant deferral / active EE | $8,467 | $8,445+0.3% | $8,082+4.8% | $6,688+26.6% |
| Admin fee / account holder | $0 | $9,689-100.0% | $7,899-100.0% | $13,397-100.0% |