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 | $63,928 | $96,965-34.1% | $97,995-34.8% | $147,584-56.7% |
| Participation rate | 90.9% | 83.6%+7.3pp | 82.4%+8.5pp | 82.8%+8.1pp |
| Annual return | 19.32% | 24.11%-4.8pp | 23.94%-4.6pp | 578.55%-559.2pp |
| Employer contribution / active EE | $1,723 | $4,536-62.0% | $4,158-58.6% | $4,876-64.7% |
| Participant deferral / active EE | $3,449 | $5,081-32.1% | $5,097-32.3% | $5,439-36.6% |
| Admin fee / account holder | $0 | $8,120-100.0% | $5,943-100.0% | $10,885-100.0% |