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 8-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 | $64,976 | $183,592-64.6% | $155,567-58.2% | $145,959-55.5% |
| Participation rate | 79.2% | 82.7%-3.5pp | 78.2%+1.0pp | 80.3%-1.1pp |
| Annual return | 14.01% | 61.24%-47.2pp | 64.74%-50.7pp | 561.95%-547.9pp |
| Employer contribution / active EE | $2,577 | $5,315-51.5% | $4,674-44.9% | $4,661-44.7% |
| Participant deferral / active EE | $6,761 | $6,464+4.6% | $5,628+20.1% | $6,689+1.1% |
| Admin fee / account holder | $0 | $19,318-100.0% | $15,916-100.0% | $13,398-100.0% |