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 | $81,738 | $149,734-45.4% | $118,925-31.3% | $158,922-48.6% |
| Participation rate | 83.3% | 82.1%+1.3pp | 75.4%+8.0pp | 82.0%+1.4pp |
| Annual return | 19.63% | 19.95%-0.3pp | 35.88%-16.3pp | 302.83%-283.2pp |
| Employer contribution / active EE | $4,540 | $4,115+10.3% | $3,263+39.2% | $4,761-4.6% |
| Participant deferral / active EE | $4,540 | $5,223-13.1% | $4,265+6.5% | $5,982-24.1% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |