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 | $52,029 | $98,240-47.0% | $82,313-36.8% | $147,584-64.7% |
| Participation rate | 77.8% | 79.7%-1.9pp | 76.9%+0.9pp | 82.8%-5.1pp |
| Annual return | 22.73% | 30.85%-8.1pp | 25.88%-3.1pp | 578.55%-555.8pp |
| Employer contribution / active EE | $1,755 | $3,192-45.0% | $2,428-27.7% | $4,876-64.0% |
| Participant deferral / active EE | $5,408 | $4,383+23.4% | $3,706+45.9% | $5,439-0.6% |
| Admin fee / account holder | $0 | $8,563-100.0% | $5,608-100.0% | $10,885-100.0% |