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 | $47,211 | $63,346-25.5% | $92,233-48.8% | $70,131-32.7% |
| Participation rate | 92.5% | 68.7%+23.8pp | 76.5%+16.0pp | 69.5%+23.0pp |
| Annual return | 20.62% | 530.12%-509.5pp | 176.28%-155.7pp | 73.14%-52.5pp |
| Employer contribution / active EE | $980 | $2,471-60.4% | $3,679-73.4% | $2,342-58.2% |
| Participant deferral / active EE | $2,614 | $2,854-8.4% | $3,897-32.9% | $3,332-21.5% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |