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 | $60,639 | $118,849-49.0% | $96,562-37.2% | $167,490-63.8% |
| Participation rate | 78.3% | 75.5%+2.8pp | 69.8%+8.4pp | 82.1%-3.8pp |
| Annual return | 22.18% | 50.49%-28.3pp | 37.78%-15.6pp | 478.56%-456.4pp |
| Employer contribution / active EE | $0 | $3,120-100.0% | $2,356-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $2,821 | $4,616-38.9% | $3,849-26.7% | $6,341-55.5% |
| Admin fee / account holder | $0 | $8,065-100.0% | $6,181-100.0% | $12,309-100.0% |