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 | $51,929 | $117,841-55.9% | $102,423-49.3% | $145,922-64.4% |
| Participation rate | 83.3% | 78.6%+4.7pp | 76.5%+6.8pp | 80.3%+3.1pp |
| Annual return | 10.69% | 31.65%-21.0pp | 29.32%-18.6pp | 561.29%-550.6pp |
| Employer contribution / active EE | $1,337 | $3,615-63.0% | $3,023-55.8% | $4,660-71.3% |
| Participant deferral / active EE | $3,094 | $5,731-46.0% | $5,053-38.8% | $6,688-53.7% |
| Admin fee / account holder | $0 | $13,326-100.0% | $9,451-100.0% | $13,397-100.0% |