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 | $70,072 | $176,377-60.3% | $134,143-47.8% | $158,922-55.9% |
| Participation rate | 90.0% | 78.7%+11.3pp | 72.2%+17.8pp | 82.0%+8.0pp |
| Annual return | 22.45% | 63.63%-41.2pp | 36.33%-13.9pp | 302.83%-280.4pp |
| Employer contribution / active EE | $2,208 | $5,040-56.2% | $3,704-40.4% | $4,761-53.6% |
| Participant deferral / active EE | $6,133 | $4,091+49.9% | $3,499+75.3% | $5,982+2.5% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |