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 | $59,282 | $106,515-44.3% | $96,683-38.7% | $139,434-57.5% |
| Participation rate | 87.5% | 77.8%+9.7pp | 74.3%+13.2pp | 80.3%+7.2pp |
| Annual return | 25.28% | 38.43%-13.1pp | 35.69%-10.4pp | 372.94%-347.7pp |
| Employer contribution / active EE | $2,649 | $4,103-35.4% | $3,737-29.1% | $4,751-44.2% |
| Participant deferral / active EE | $2,649 | $5,454-51.4% | $4,878-45.7% | $6,710-60.5% |
| Admin fee / account holder | $0 | $7,877-100.0% | $6,730-100.0% | $11,403-100.0% |