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 | $52,038 | $165,912-68.6% | $122,332-57.5% | $147,584-64.7% |
| Participation rate | 80.0% | 79.6%+0.4pp | 71.6%+8.4pp | 82.8%-2.8pp |
| Annual return | 16.83% | 34.55%-17.7pp | 30.27%-13.4pp | 578.55%-561.7pp |
| Employer contribution / active EE | $3,972 | $5,754-31.0% | $4,050-1.9% | $4,876-18.6% |
| Participant deferral / active EE | $8,628 | $4,005+115.4% | $3,287+162.5% | $5,439+58.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |