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 | $87,856 | $149,734-41.3% | $118,925-26.1% | $158,922-44.7% |
| Participation rate | 84.2% | 82.1%+2.1pp | 75.4%+8.8pp | 82.0%+2.3pp |
| Annual return | 16.18% | 19.95%-3.8pp | 35.88%-19.7pp | 302.83%-286.6pp |
| Employer contribution / active EE | $1,584 | $4,115-61.5% | $3,263-51.4% | $4,761-66.7% |
| Participant deferral / active EE | $3,748 | $5,223-28.2% | $4,265-12.1% | $5,982-37.3% |
| Admin fee / account holder | $0 | $8,603-100.0% | $6,581-100.0% | $11,246-100.0% |