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 | $54,343 | $106,584-49.0% | $101,326-46.4% | $142,382-61.8% |
| Participation rate | 87.5% | 82.7%+4.8pp | 81.5%+6.0pp | 80.1%+7.4pp |
| Annual return | 32.95% | 36.93%-4.0pp | 36.82%-3.9pp | 217.08%-184.1pp |
| Employer contribution / active EE | $3,260 | $3,956-17.6% | $3,665-11.1% | $4,299-24.2% |
| Participant deferral / active EE | $8,533 | $8,297+2.8% | $7,994+6.7% | $6,507+31.1% |
| Admin fee / account holder | $0 | $11,446-100.0% | $11,185-100.0% | $12,624-100.0% |