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 | $126,314 | $148,534-15.0% | $135,903-7.1% | $139,434-9.4% |
| Participation rate | 80.0% | 83.9%-3.9pp | 81.9%-1.9pp | 80.3%-0.3pp |
| Annual return | 29.93% | 79.19%-49.3pp | 68.23%-38.3pp | 372.94%-343.0pp |
| Employer contribution / active EE | $1,601 | $5,243-69.5% | $4,856-67.0% | $4,751-66.3% |
| Participant deferral / active EE | $6,547 | $8,100-19.2% | $7,758-15.6% | $6,710-2.4% |
| Admin fee / account holder | $0 | $12,400-100.0% | $10,762-100.0% | $11,403-100.0% |