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 | $39,705 | $124,281-68.1% | $109,143-63.6% | $167,490-76.3% |
| Participation rate | 87.0% | 79.4%+7.5pp | 75.9%+11.1pp | 82.1%+4.9pp |
| Annual return | 15.04% | 26.04%-11.0pp | 25.75%-10.7pp | 478.56%-463.5pp |
| Employer contribution / active EE | $1,623 | $4,207-61.4% | $3,722-56.4% | $4,837-66.4% |
| Participant deferral / active EE | $4,238 | $5,255-19.4% | $4,653-8.9% | $6,341-33.2% |
| Admin fee / account holder | $2 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |