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 | $61,912 | $106,515-41.9% | $96,683-36.0% | $139,434-55.6% |
| Participation rate | 83.3% | 77.8%+5.5pp | 74.3%+9.0pp | 80.3%+3.0pp |
| Annual return | 15.44% | 38.43%-23.0pp | 35.69%-20.2pp | 372.94%-357.5pp |
| Employer contribution / active EE | $877 | $4,103-78.6% | $3,737-76.5% | $4,751-81.5% |
| Participant deferral / active EE | $3,767 | $5,454-30.9% | $4,878-22.8% | $6,710-43.9% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |