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 8-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 | $69,752 | $43,327+61.0% | $59,878+16.5% | $64,186+8.7% |
| Participation rate | 93.9% | 69.2%+24.8pp | 74.7%+19.2pp | 69.6%+24.4pp |
| Annual return | 59.96% | -1.55%+61.5pp | 3.46%+56.5pp | 7.63%+52.3pp |
| Employer contribution / active EE | $0 | $2,028-100.0% | $2,722-100.0% | $2,381-100.0% |
| Participant deferral / active EE | $2,941 | $2,546+15.5% | $3,402-13.5% | $3,470-15.2% |
| Admin fee / account holder | $0 | $3,005-100.0% | $3,590-100.0% | $4,888-100.0% |