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 | $66,636 | $63,355+5.2% | $91,989-27.6% | $72,985-8.7% |
| Participation rate | 100.0% | 72.5%+27.5pp | 78.6%+21.4pp | 69.5%+30.5pp |
| Annual return | 26.86% | 35.35%-8.5pp | 69.02%-42.2pp | 81.00%-54.1pp |
| Employer contribution / active EE | $968 | $2,116-54.3% | $3,452-72.0% | $2,440-60.3% |
| Participant deferral / active EE | $5,699 | $4,883+16.7% | $5,923-3.8% | $3,607+58.0% |
| Admin fee / account holder | $0 | $4,668-100.0% | $7,743-100.0% | $5,124-100.0% |