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 | $170,619 | $105,859+61.2% | $90,160+89.2% | $147,584+15.6% |
| Participation rate | 75.0% | 79.7%-4.7pp | 76.9%-1.9pp | 82.8%-7.8pp |
| Annual return | 19.32% | 37.63%-18.3pp | 34.88%-15.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $2,620 | $4,126-36.5% | $3,318-21.0% | $4,876-46.3% |
| Participant deferral / active EE | $6,955 | $5,733+21.3% | $5,288+31.5% | $5,439+27.9% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |