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 | $79,346 | $149,734-47.0% | $118,925-33.3% | $158,922-50.1% |
| Participation rate | 90.9% | 82.1%+8.8pp | 75.4%+15.5pp | 82.0%+9.0pp |
| Annual return | 18.60% | 19.95%-1.3pp | 35.88%-17.3pp | 302.83%-284.2pp |
| Employer contribution / active EE | $2,641 | $4,115-35.8% | $3,263-19.1% | $4,761-44.5% |
| Participant deferral / active EE | $8,290 | $5,223+58.7% | $4,265+94.4% | $5,982+38.6% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |