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 | $25,650 | $90,503-71.7% | $78,689-67.4% | $273,961-90.6% |
| Participation rate | 85.7% | 76.5%+9.2pp | 73.6%+12.2pp | 83.0%+2.7pp |
| Annual return | 22.36% | 75.60%-53.2pp | 62.18%-39.8pp | 41.45%-19.1pp |
| Employer contribution / active EE | $1,761 | $3,176-44.5% | $2,851-38.2% | $4,869-63.8% |
| Participant deferral / active EE | $3,509 | $3,901-10.1% | $3,517-0.2% | $5,287-33.6% |
| Admin fee / account holder | $0 | $5,263-100.0% | $4,510-100.0% | $10,132-100.0% |