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 | $40,537 | $165,335-75.5% | $149,696-72.9% | $158,922-74.5% |
| Participation rate | 90.0% | 84.6%+5.4pp | 82.5%+7.5pp | 82.0%+8.0pp |
| Annual return | 44.44% | 348.15%-303.7pp | 276.60%-232.2pp | 302.83%-258.4pp |
| Employer contribution / active EE | $2,679 | $5,103-47.5% | $4,644-42.3% | $4,761-43.7% |
| Participant deferral / active EE | $6,158 | $7,181-14.3% | $6,842-10.0% | $5,982+2.9% |
| Admin fee / account holder | $0 | $10,807-100.0% | $9,309-100.0% | $11,246-100.0% |