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 | $53,573 | $63,346-15.4% | $92,233-41.9% | $70,131-23.6% |
| Participation rate | 73.3% | 68.7%+4.7pp | 76.5%-3.1pp | 69.5%+3.8pp |
| Annual return | 13.15% | 530.12%-517.0pp | 176.28%-163.1pp | 73.14%-60.0pp |
| Employer contribution / active EE | $1,201 | $2,471-51.4% | $3,679-67.3% | $2,342-48.7% |
| Participant deferral / active EE | $2,830 | $2,854-0.8% | $3,897-27.4% | $3,332-15.1% |
| Admin fee / account holder | $0 | $3,840-100.0% | $5,194-100.0% | $4,645-100.0% |