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 | $54,420 | $98,750-44.9% | $149,696-63.6% | $79,858-31.9% |
| Participation rate | 82.1% | 75.8%+6.4pp | 82.5%-0.3pp | 69.6%+12.5pp |
| Annual return | 19.76% | 27.43%-7.7pp | 276.60%-256.8pp | 31.71%-12.0pp |
| Employer contribution / active EE | $2,040 | $3,216-36.6% | $4,644-56.1% | $2,471-17.4% |
| Participant deferral / active EE | $3,398 | $5,680-40.2% | $6,842-50.3% | $3,740-9.2% |
| Admin fee / account holder | $0 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |