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 | $71,020 | $67,619+5.0% | $54,791+29.6% | $158,922-55.3% |
| Participation rate | 80.0% | 80.6%-0.6pp | 65.0%+15.0pp | 82.0%-2.0pp |
| Annual return | 20.63% | 14.21%+6.4pp | 15.11%+5.5pp | 302.83%-282.2pp |
| Employer contribution / active EE | $2,082 | $4,142-49.7% | $3,035-31.4% | $4,761-56.3% |
| Participant deferral / active EE | $4,873 | $7,369-33.9% | $5,714-14.7% | $5,982-18.5% |
| Admin fee / account holder | $0 | $9,472-100.0% | $6,823-100.0% | $11,246-100.0% |