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 | $59,564 | $165,912-64.1% | $122,332-51.3% | $147,584-59.6% |
| Participation rate | 81.8% | 79.6%+2.2pp | 71.6%+10.2pp | 82.8%-1.0pp |
| Annual return | 14.92% | 34.55%-19.6pp | 30.27%-15.4pp | 578.55%-563.6pp |
| Employer contribution / active EE | $3,217 | $5,754-44.1% | $4,050-20.6% | $4,876-34.0% |
| Participant deferral / active EE | $0 | $4,005-100.0% | $3,287-100.0% | $5,439-100.0% |
| Admin fee / account holder | $28 | $7,424-99.6% | $5,478-99.5% | $10,885-99.7% |