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 | $72,624 | $165,912-56.2% | $122,332-40.6% | $147,584-50.8% |
| Participation rate | 91.7% | 79.6%+12.1pp | 71.6%+20.0pp | 82.8%+8.8pp |
| Annual return | 15.70% | 34.55%-18.9pp | 30.27%-14.6pp | 578.55%-562.9pp |
| Employer contribution / active EE | $0 | $5,754-100.0% | $4,050-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,044 | $4,005-49.0% | $3,287-37.8% | $5,439-62.4% |
| Admin fee / account holder | $0 | $7,424-100.0% | $5,478-100.0% | $10,885-100.0% |