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 | $66,922 | $176,377-62.1% | $134,143-50.1% | $158,922-57.9% |
| Participation rate | 83.3% | 78.7%+4.6pp | 72.2%+11.2pp | 82.0%+1.4pp |
| Annual return | 4.75% | 63.63%-58.9pp | 36.33%-31.6pp | 302.83%-298.1pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $1,143 | $4,091-72.1% | $3,499-67.3% | $5,982-80.9% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |