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 | $84,476 | $176,377-52.1% | $134,143-37.0% | $158,922-46.8% |
| Participation rate | 87.5% | 78.7%+8.8pp | 72.2%+15.3pp | 82.0%+5.5pp |
| Annual return | 18.75% | 63.63%-44.9pp | 36.33%-17.6pp | 302.83%-284.1pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $256 | $4,091-93.7% | $3,499-92.7% | $5,982-95.7% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |