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 | $73,249 | $817,678-91.0% | $392,568-81.3% | $152,861-52.1% |
| Participation rate | 77.8% | 82.0%-4.3pp | 78.1%-0.3pp | 82.4%-4.7pp |
| Annual return | 32.88% | 22.84%+10.0pp | 24.42%+8.5pp | 345.32%-312.4pp |
| Employer contribution / active EE | $0 | $5,502-100.0% | $3,783-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $11,657 | $8,398+38.8% | $5,985+94.8% | $5,850+99.3% |
| Admin fee / account holder | $3 | $12,095-100.0% | $6,260-100.0% | $11,596-100.0% |