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 | $66,718 | $142,405-53.1% | $115,157-42.1% | $152,861-56.4% |
| Participation rate | 87.5% | 82.4%+5.1pp | 75.9%+11.6pp | 82.4%+5.1pp |
| Annual return | 25.84% | 41.48%-15.6pp | 35.60%-9.8pp | 345.32%-319.5pp |
| Employer contribution / active EE | $1,330 | $4,010-66.8% | $3,179-58.1% | $4,762-72.1% |
| Participant deferral / active EE | $2,176 | $5,164-57.9% | $4,168-47.8% | $5,850-62.8% |
| Admin fee / account holder | $0 | $8,462-100.0% | $7,088-100.0% | $11,596-100.0% |