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 | $52,861 | $124,281-57.5% | $109,143-51.6% | $167,490-68.4% |
| Participation rate | 87.5% | 79.4%+8.1pp | 75.9%+11.6pp | 82.1%+5.4pp |
| Annual return | 23.38% | 26.04%-2.7pp | 25.75%-2.4pp | 478.56%-455.2pp |
| Employer contribution / active EE | $2,220 | $4,207-47.2% | $3,722-40.4% | $4,837-54.1% |
| Participant deferral / active EE | $2,274 | $5,255-56.7% | $4,653-51.1% | $6,341-64.1% |
| Admin fee / account holder | $0 | $7,970-100.0% | $6,752-100.0% | $12,309-100.0% |