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 | $98,518 | $197,591-50.1% | $177,821-44.6% | $158,922-38.0% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.7%-7.7pp | 82.0%-2.0pp |
| Annual return | 17.75% | 58.76%-41.0pp | 48.32%-30.6pp | 302.83%-285.1pp |
| Employer contribution / active EE | $1,626 | $6,697-75.7% | $5,918-72.5% | $4,761-65.8% |
| Participant deferral / active EE | $5,918 | $8,405-29.6% | $7,714-23.3% | $5,982-1.1% |
| Admin fee / account holder | $0 | $15,399-100.0% | $12,427-100.0% | $11,246-100.0% |