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 | $65,077 | $232,540-72.0% | $185,117-64.8% | $147,584-55.9% |
| Participation rate | 86.7% | 82.4%+4.3pp | 77.3%+9.4pp | 82.8%+3.8pp |
| Annual return | 16.05% | 43.03%-27.0pp | 40.50%-24.4pp | 578.55%-562.5pp |
| Employer contribution / active EE | $1,631 | $5,195-68.6% | $4,182-61.0% | $4,876-66.6% |
| Participant deferral / active EE | $3,728 | $5,834-36.1% | $5,045-26.1% | $5,439-31.5% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |