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 | $54,840 | $81,632-32.8% | $70,449-22.2% | $158,922-65.5% |
| Participation rate | 87.5% | 77.7%+9.8pp | 75.1%+12.4pp | 82.0%+5.5pp |
| Annual return | 19.88% | 208.40%-188.5pp | 109.03%-89.1pp | 302.83%-282.9pp |
| Employer contribution / active EE | $640 | $3,217-80.1% | $2,737-76.6% | $4,761-86.6% |
| Participant deferral / active EE | $2,694 | $4,554-40.8% | $3,709-27.4% | $5,982-55.0% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |