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 | $53,039 | $78,705-32.6% | $117,854-55.0% | $70,131-24.4% |
| Participation rate | 73.7% | 73.2%+0.5pp | 79.7%-6.0pp | 69.5%+4.1pp |
| Annual return | 15.31% | 23.30%-8.0pp | 335.08%-319.8pp | 73.14%-57.8pp |
| Employer contribution / active EE | $3,002 | $2,223+35.0% | $3,786-20.7% | $2,342+28.2% |
| Participant deferral / active EE | $1,504 | $3,297-54.4% | $4,482-66.4% | $3,332-54.9% |
| Admin fee / account holder | $0 | $5,065-100.0% | $8,020-100.0% | $4,645-100.0% |