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 | $156,085 | $202,318-22.9% | $172,739-9.6% | $152,861+2.1% |
| Participation rate | 70.0% | 87.1%-17.1pp | 82.6%-12.6pp | 82.4%-12.4pp |
| Annual return | 19.60% | 1029.65%-1010.1pp | 802.84%-783.2pp | 345.32%-325.7pp |
| Employer contribution / active EE | $2,458 | $5,856-58.0% | $5,143-52.2% | $4,762-48.4% |
| Participant deferral / active EE | $4,370 | $5,948-26.5% | $5,198-15.9% | $5,850-25.3% |
| Admin fee / account holder | $0 | $17,109-100.0% | $13,954-100.0% | $11,596-100.0% |