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 | $68,118 | $197,591-65.5% | $177,821-61.7% | $158,922-57.1% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 15.45% | 58.76%-43.3pp | 48.32%-32.9pp | 302.83%-287.4pp |
| Employer contribution / active EE | $1,534 | $6,697-77.1% | $5,918-74.1% | $4,761-67.8% |
| Participant deferral / active EE | $6,170 | $8,405-26.6% | $7,714-20.0% | $5,982+3.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |