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 | $54,363 | $197,591-72.5% | $177,821-69.4% | $158,922-65.8% |
| Participation rate | 83.3% | 88.5%-5.2pp | 87.7%-4.4pp | 82.0%+1.4pp |
| Annual return | 49.53% | 58.76%-9.2pp | 48.32%+1.2pp | 302.83%-253.3pp |
| Employer contribution / active EE | $1,959 | $6,697-70.7% | $5,918-66.9% | $4,761-58.8% |
| Participant deferral / active EE | $6,645 | $8,405-20.9% | $7,714-13.9% | $5,982+11.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |