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 | $38,786 | $202,432-80.8% | $169,368-77.1% | $139,434-72.2% |
| Participation rate | 71.4% | 81.1%-9.6pp | 77.1%-5.7pp | 80.3%-8.9pp |
| Annual return | 22.71% | 531.74%-509.0pp | 405.60%-382.9pp | 372.94%-350.2pp |
| Employer contribution / active EE | $988 | $4,692-78.9% | $4,013-75.4% | $4,751-79.2% |
| Participant deferral / active EE | $1,977 | $6,938-71.5% | $6,221-68.2% | $6,710-70.5% |
| Admin fee / account holder | $0 | $10,708-100.0% | $9,003-100.0% | $11,403-100.0% |