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 | $49,605 | $102,828-51.8% | $105,387-52.9% | $152,861-67.5% |
| Participation rate | 75.0% | 83.8%-8.8pp | 82.6%-7.6pp | 82.4%-7.4pp |
| Annual return | 30.02% | 20.85%+9.2pp | 26.82%+3.2pp | 345.32%-315.3pp |
| Employer contribution / active EE | $3,486 | $4,473-22.1% | $4,213-17.3% | $4,762-26.8% |
| Participant deferral / active EE | $6,286 | $5,465+15.0% | $5,502+14.2% | $5,850+7.4% |
| Admin fee / account holder | $0 | $8,683-100.0% | $6,559-100.0% | $11,596-100.0% |