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 | $73,786 | $65,041+13.4% | $90,951-18.9% | $79,858-7.6% |
| Participation rate | 82.4% | 61.6%+20.7pp | 69.0%+13.3pp | 69.6%+12.7pp |
| Annual return | 22.92% | 30.45%-7.5pp | 134.60%-111.7pp | 31.71%-8.8pp |
| Employer contribution / active EE | $1,344 | $1,247+7.8% | $2,122-36.7% | $2,471-45.6% |
| Participant deferral / active EE | $4,623 | $2,512+84.0% | $3,373+37.1% | $3,740+23.6% |
| Admin fee / account holder | $0 | $4,536-100.0% | $5,959-100.0% | $5,306-100.0% |