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 | $76,618 | $228,332-66.4% | $185,823-58.8% | $158,922-51.8% |
| Participation rate | 72.7% | 82.3%-9.6pp | 78.0%-5.3pp | 82.0%-9.2pp |
| Annual return | 17.58% | 40.80%-23.2pp | 35.95%-18.4pp | 302.83%-285.2pp |
| Employer contribution / active EE | $2,546 | $4,967-48.7% | $4,087-37.7% | $4,761-46.5% |
| Participant deferral / active EE | $4,737 | $6,415-26.1% | $5,632-15.9% | $5,982-20.8% |
| Admin fee / account holder | $0 | $11,864-100.0% | $9,500-100.0% | $11,246-100.0% |