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 | $50,402 | $77,419-34.9% | $69,455-27.4% | $152,861-67.0% |
| Participation rate | 75.0% | 78.1%-3.1pp | 74.6%+0.4pp | 82.4%-7.4pp |
| Annual return | 18.94% | 39.06%-20.1pp | 28.97%-10.0pp | 345.32%-326.4pp |
| Employer contribution / active EE | $4,240 | $3,315+27.9% | $2,779+52.6% | $4,762-11.0% |
| Participant deferral / active EE | $10,500 | $4,414+137.9% | $3,535+197.0% | $5,850+79.5% |
| Admin fee / account holder | $0 | $6,207-100.0% | $3,839-100.0% | $11,596-100.0% |