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 | $82,954 | $118,450-30.0% | $98,439-15.7% | $139,434-40.5% |
| Participation rate | 83.3% | 77.4%+5.9pp | 75.2%+8.2pp | 80.3%+3.0pp |
| Annual return | 13.03% | 18.94%-5.9pp | 21.16%-8.1pp | 372.94%-359.9pp |
| Employer contribution / active EE | $2,171 | $3,609-39.8% | $3,048-28.8% | $4,751-54.3% |
| Participant deferral / active EE | $3,898 | $5,392-27.7% | $4,738-17.7% | $6,710-41.9% |
| Admin fee / account holder | $0 | $14,026-100.0% | $8,948-100.0% | $11,403-100.0% |