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 | $42,887 | $157,256-72.7% | $141,162-69.6% | $152,861-71.9% |
| Participation rate | 84.6% | 84.8%-0.2pp | 82.5%+2.1pp | 82.4%+2.2pp |
| Annual return | 23.13% | 64.32%-41.2pp | 71.39%-48.3pp | 345.32%-322.2pp |
| Employer contribution / active EE | $2,632 | $5,261-50.0% | $4,735-44.4% | $4,762-44.7% |
| Participant deferral / active EE | $4,743 | $7,109-33.3% | $6,709-29.3% | $5,850-18.9% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |