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 | $118,478 | $179,726-34.1% | $156,263-24.2% | $142,382-16.8% |
| Participation rate | 71.4% | 82.1%-10.6pp | 78.9%-7.5pp | 80.1%-8.7pp |
| Annual return | 15.59% | 77.86%-62.3pp | 59.47%-43.9pp | 217.08%-201.5pp |
| Employer contribution / active EE | $2,194 | $5,069-56.7% | $4,333-49.4% | $4,299-49.0% |
| Participant deferral / active EE | $4,103 | $6,956-41.0% | $6,158-33.4% | $6,507-36.9% |
| Admin fee / account holder | $0 | $17,272-100.0% | $14,255-100.0% | $12,624-100.0% |