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 | $68,534 | $176,377-61.1% | $134,143-48.9% | $158,922-56.9% |
| Participation rate | 70.0% | 78.7%-8.7pp | 72.2%-2.2pp | 82.0%-12.0pp |
| Annual return | 15.24% | 63.63%-48.4pp | 36.33%-21.1pp | 302.83%-287.6pp |
| Employer contribution / active EE | $0 | $5,040-100.0% | $3,704-100.0% | $4,761-100.0% |
| Participant deferral / active EE | $2,242 | $4,091-45.2% | $3,499-35.9% | $5,982-62.5% |
| Admin fee / account holder | $0 | $8,718-100.0% | $6,684-100.0% | $11,246-100.0% |