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 | $76,018 | $78,422-3.1% | $95,952-20.8% | $79,858-4.8% |
| Participation rate | 80.4% | 73.5%+6.9pp | 77.1%+3.4pp | 69.6%+10.8pp |
| Annual return | 39.62% | 19.37%+20.2pp | 91.61%-52.0pp | 31.71%+7.9pp |
| Employer contribution / active EE | $1,600 | $1,945-17.7% | $2,541-37.0% | $2,471-35.3% |
| Participant deferral / active EE | $2,824 | $3,440-17.9% | $4,167-32.2% | $3,740-24.5% |
| Admin fee / account holder | $0 | $5,622-100.0% | $6,795-100.0% | $5,306-100.0% |