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 | $35,104 | $157,256-77.7% | $141,162-75.1% | $152,861-77.0% |
| Participation rate | 80.0% | 84.8%-4.8pp | 82.5%-2.5pp | 82.4%-2.4pp |
| Annual return | 48.56% | 64.32%-15.8pp | 71.39%-22.8pp | 345.32%-296.8pp |
| Employer contribution / active EE | $1,985 | $5,261-62.3% | $4,735-58.1% | $4,762-58.3% |
| Participant deferral / active EE | $5,375 | $7,109-24.4% | $6,709-19.9% | $5,850-8.1% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |