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 | $86,897 | $110,257-21.2% | $96,544-10.0% | $139,434-37.7% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 24.55% | 26.32%-1.8pp | 25.84%-1.3pp | 372.94%-348.4pp |
| Employer contribution / active EE | $0 | $3,620-100.0% | $2,965-100.0% | $4,751-100.0% |
| Participant deferral / active EE | $2,893 | $5,548-47.9% | $4,851-40.4% | $6,710-56.9% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |