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 6-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 | $69,914 | $61,272+14.1% | $149,673-53.3% | $71,457-2.2% |
| Participation rate | 90.1% | 62.5%+27.6pp | 78.8%+11.3pp | 67.9%+22.2pp |
| Annual return | 24.46% | 35.85%-11.4pp | 134.42%-110.0pp | 28.85%-4.4pp |
| Employer contribution / active EE | $1,653 | $2,378-30.5% | $4,818-65.7% | $2,588-36.1% |
| Participant deferral / active EE | $0 | $2,917-100.0% | $5,680-100.0% | $4,289-100.0% |
| Admin fee / account holder | $0 | $1,261-100.0% | $13,210-100.0% | $1,587-100.0% |