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 | $45,183 | $127,264-64.5% | $109,895-58.9% | $167,490-73.0% |
| Participation rate | 76.5% | 77.9%-1.4pp | 74.2%+2.3pp | 82.1%-5.6pp |
| Annual return | 19.92% | 22.97%-3.0pp | 29.45%-9.5pp | 478.56%-458.6pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,842-100.0% | $4,837-100.0% |
| Participant deferral / active EE | $1,442 | $4,514-68.1% | $4,048-64.4% | $6,341-77.3% |
| Admin fee / account holder | $0 | $7,114-100.0% | $6,066-100.0% | $12,309-100.0% |