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 | $55,374 | $209,411-73.6% | $178,490-69.0% | $158,922-65.2% |
| Participation rate | 83.3% | 86.3%-3.0pp | 81.9%+1.4pp | 82.0%+1.4pp |
| Annual return | 19.24% | 188.75%-169.5pp | 151.07%-131.8pp | 302.83%-283.6pp |
| Employer contribution / active EE | $1,458 | $5,706-74.5% | $5,011-70.9% | $4,761-69.4% |
| Participant deferral / active EE | $5,143 | $5,954-13.6% | $5,202-1.1% | $5,982-14.0% |
| Admin fee / account holder | $0 | $17,074-100.0% | $13,984-100.0% | $11,246-100.0% |