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 | $146,654 | $197,591-25.8% | $177,821-17.5% | $158,922-7.7% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 29.14% | 58.76%-29.6pp | 48.32%-19.2pp | 302.83%-273.7pp |
| Employer contribution / active EE | $2,481 | $6,697-63.0% | $5,918-58.1% | $4,761-47.9% |
| Participant deferral / active EE | $5,896 | $8,405-29.9% | $7,714-23.6% | $5,982-1.4% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |