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 | $40,524 | $72,071-43.8% | $68,368-40.7% | $137,256-70.5% |
| Participation rate | 87.5% | 76.2%+11.3pp | 73.8%+13.7pp | 80.0%+7.5pp |
| Annual return | 14.91% | 353.14%-338.2pp | 292.57%-277.7pp | 220.34%-205.4pp |
| Employer contribution / active EE | $1,465 | $2,788-47.4% | $2,649-44.7% | $4,156-64.7% |
| Participant deferral / active EE | $4,576 | $4,410+3.8% | $4,123+11.0% | $6,407-28.6% |
| Admin fee / account holder | $0 | $5,336-100.0% | $5,150-100.0% | $12,270-100.0% |