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 | $54,104 | $73,515-26.4% | $62,995-14.1% | $147,584-63.3% |
| Participation rate | 85.7% | 77.9%+7.8pp | 74.8%+10.9pp | 82.8%+2.9pp |
| Annual return | 14.33% | 175.43%-161.1pp | 87.57%-73.2pp | 578.55%-564.2pp |
| Employer contribution / active EE | $3,392 | $3,320+2.2% | $2,759+23.0% | $4,876-30.4% |
| Participant deferral / active EE | $2,238 | $4,185-46.5% | $3,329-32.8% | $5,439-58.9% |
| Admin fee / account holder | $2 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |