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 | $37,574 | $88,583-57.6% | $88,497-57.5% | $273,961-86.3% |
| Participation rate | 84.6% | 83.5%+1.1pp | 82.4%+2.2pp | 83.0%+1.6pp |
| Annual return | 151.98% | 5.68%+146.3pp | 7.63%+144.4pp | 41.45%+110.5pp |
| Employer contribution / active EE | $1,648 | $4,502-63.4% | $4,036-59.2% | $4,869-66.2% |
| Participant deferral / active EE | $2,714 | $4,891-44.5% | $4,899-44.6% | $5,287-48.7% |
| Admin fee / account holder | $0 | $8,980-100.0% | $6,220-100.0% | $10,132-100.0% |