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 | $77,044 | $95,971-19.7% | $74,550+3.3% | $135,375-43.1% |
| Participation rate | 73.7% | 75.7%-2.0pp | 69.1%+4.5pp | 82.6%-9.0pp |
| Annual return | 16.11% | 56.96%-40.9pp | 32.53%-16.4pp | 519.73%-503.6pp |
| Employer contribution / active EE | $386 | $2,716-85.8% | $1,961-80.3% | $4,779-91.9% |
| Participant deferral / active EE | $2,650 | $3,843-31.1% | $3,108-14.8% | $5,609-52.8% |
| Admin fee / account holder | $0 | $6,522-100.0% | $5,060-100.0% | $10,827-100.0% |