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 | $75,298 | $111,754-32.6% | $103,333-27.1% | $145,922-48.4% |
| Participation rate | 75.0% | 77.9%-2.9pp | 74.5%+0.5pp | 80.3%-5.3pp |
| Annual return | 15.59% | 24.77%-9.2pp | 24.88%-9.3pp | 561.29%-545.7pp |
| Employer contribution / active EE | $2,483 | $4,212-41.1% | $3,868-35.8% | $4,660-46.7% |
| Participant deferral / active EE | $3,695 | $5,619-34.2% | $5,057-26.9% | $6,688-44.7% |
| Admin fee / account holder | $0 | $9,750-100.0% | $8,355-100.0% | $13,397-100.0% |