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 | $70,443 | $101,069-30.3% | $81,478-13.5% | $147,584-52.3% |
| Participation rate | 92.9% | 74.5%+18.4pp | 68.0%+24.9pp | 82.8%+10.0pp |
| Annual return | 10.75% | 32.40%-21.7pp | 38.78%-28.0pp | 578.55%-567.8pp |
| Employer contribution / active EE | $1,652 | $3,205-48.4% | $2,568-35.6% | $4,876-66.1% |
| Participant deferral / active EE | $2,658 | $4,242-37.3% | $3,537-24.8% | $5,439-51.1% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |