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 | $54,152 | $165,912-67.4% | $122,332-55.7% | $147,584-63.3% |
| Participation rate | 83.3% | 79.6%+3.8pp | 71.6%+11.7pp | 82.8%+0.5pp |
| Annual return | 15.56% | 34.55%-19.0pp | 30.27%-14.7pp | 578.55%-563.0pp |
| Employer contribution / active EE | $2,024 | $5,754-64.8% | $4,050-50.0% | $4,876-58.5% |
| Participant deferral / active EE | $3,663 | $4,005-8.5% | $3,287+11.4% | $5,439-32.6% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |