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 | $27,085 | $165,912-83.7% | $122,332-77.9% | $147,584-81.6% |
| Participation rate | 70.0% | 79.6%-9.6pp | 71.6%-1.6pp | 82.8%-12.8pp |
| Annual return | 24.15% | 34.55%-10.4pp | 30.27%-6.1pp | 578.55%-554.4pp |
| Employer contribution / active EE | $2,662 | $5,754-53.7% | $4,050-34.3% | $4,876-45.4% |
| Participant deferral / active EE | $2,623 | $4,005-34.5% | $3,287-20.2% | $5,439-51.8% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |