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 | $125,483 | $162,781-22.9% | $133,956-6.3% | $158,922-21.0% |
| Participation rate | 72.7% | 83.2%-10.5pp | 79.8%-7.1pp | 82.0%-9.2pp |
| Annual return | 16.15% | 41.94%-25.8pp | 45.09%-28.9pp | 302.83%-286.7pp |
| Employer contribution / active EE | $3,403 | $4,975-31.6% | $3,919-13.2% | $4,761-28.5% |
| Participant deferral / active EE | $6,477 | $5,911+9.6% | $5,048+28.3% | $5,982+8.3% |
| Admin fee / account holder | $0 | $11,736-100.0% | $8,927-100.0% | $11,246-100.0% |