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 | $60,346 | $160,055-62.3% | $140,016-56.9% | $135,375-55.4% |
| Participation rate | 80.0% | 88.5%-8.5pp | 87.5%-7.5pp | 82.6%-2.6pp |
| Annual return | 1.37% | 911.38%-910.0pp | 651.12%-649.7pp | 519.73%-518.4pp |
| Employer contribution / active EE | $1,445 | $6,420-77.5% | $5,606-74.2% | $4,779-69.8% |
| Participant deferral / active EE | $0 | $7,642-100.0% | $6,927-100.0% | $5,609-100.0% |
| Admin fee / account holder | $0 | $13,328-100.0% | $10,705-100.0% | $10,827-100.0% |