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 | $67,342 | $117,983-42.9% | $101,794-33.8% | $142,382-52.7% |
| Participation rate | 100.0% | 74.2%+25.8pp | 69.2%+30.8pp | 80.1%+19.9pp |
| Annual return | 17.75% | 36.92%-19.2pp | 30.53%-12.8pp | 217.08%-199.3pp |
| Employer contribution / active EE | $2,046 | $2,773-26.2% | $2,289-10.6% | $4,299-52.4% |
| Participant deferral / active EE | $2,149 | $4,714-54.4% | $4,084-47.4% | $6,507-67.0% |
| Admin fee / account holder | $1 | $10,433-100.0% | $8,777-100.0% | $12,624-100.0% |