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 | $122,111 | $203,436-40.0% | $152,466-19.9% | $167,490-27.1% |
| Participation rate | 77.8% | 82.3%-4.5pp | 78.2%-0.4pp | 82.1%-4.3pp |
| Annual return | 14.16% | 13.80%+0.4pp | 757.33%-743.2pp | 478.56%-464.4pp |
| Employer contribution / active EE | $0 | $5,220-100.0% | $4,327-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $0 | $6,716-100.0% | $5,820-100.0% | $6,341-100.0% |
| Admin fee / account holder | $0 | $22,506-100.0% | $15,805-100.0% | $12,309-100.0% |