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 | $39,612 | $157,256-74.8% | $141,162-71.9% | $152,861-74.1% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 16.28% | 64.32%-48.0pp | 71.39%-55.1pp | 345.32%-329.0pp |
| Employer contribution / active EE | $1,331 | $5,261-74.7% | $4,735-71.9% | $4,762-72.1% |
| Participant deferral / active EE | $5,743 | $7,109-19.2% | $6,709-14.4% | $5,850-1.8% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |