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 | $63,558 | $58,512+8.6% | $84,015-24.3% | $72,985-12.9% |
| Participation rate | 83.8% | 61.2%+22.6pp | 69.0%+14.8pp | 69.5%+14.3pp |
| Annual return | 21.48% | 28.93%-7.5pp | 71.31%-49.8pp | 81.00%-59.5pp |
| Employer contribution / active EE | $1,427 | $1,163+22.7% | $1,983-28.0% | $2,440-41.5% |
| Participant deferral / active EE | $2,709 | $2,394+13.2% | $3,239-16.3% | $3,607-24.9% |
| Admin fee / account holder | $0 | $4,569-100.0% | $6,101-100.0% | $5,124-100.0% |