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 | $37,150 | $115,882-67.9% | $100,516-63.0% | $158,922-76.6% |
| Participation rate | 90.0% | 81.6%+8.4pp | 79.4%+10.6pp | 82.0%+8.0pp |
| Annual return | 13.17% | 34.79%-21.6pp | 30.89%-17.7pp | 302.83%-289.7pp |
| Employer contribution / active EE | $2,076 | $4,103-49.4% | $3,418-39.3% | $4,761-56.4% |
| Participant deferral / active EE | $7,365 | $6,674+10.3% | $6,270+17.5% | $5,982+23.1% |
| Admin fee / account holder | $0 | $10,995-100.0% | $8,081-100.0% | $11,246-100.0% |