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 | $48,997 | $163,101-70.0% | $136,749-64.2% | $142,382-65.6% |
| Participation rate | 92.3% | 78.2%+14.1pp | 72.1%+20.2pp | 80.1%+12.2pp |
| Annual return | 20.02% | 27.54%-7.5pp | 24.33%-4.3pp | 217.08%-197.1pp |
| Employer contribution / active EE | $2,243 | $4,117-45.5% | $3,400-34.0% | $4,299-47.8% |
| Participant deferral / active EE | $3,777 | $5,585-32.4% | $4,692-19.5% | $6,507-42.0% |
| Admin fee / account holder | $0 | $14,318-100.0% | $11,386-100.0% | $12,624-100.0% |