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 | $84,204 | $176,812-52.4% | $146,665-42.6% | $167,490-49.7% |
| Participation rate | 71.4% | 83.6%-12.2pp | 80.1%-8.6pp | 82.1%-10.7pp |
| Annual return | 13.89% | 24.03%-10.1pp | 22.74%-8.9pp | 478.56%-464.7pp |
| Employer contribution / active EE | $2,115 | $5,160-59.0% | $4,136-48.9% | $4,837-56.3% |
| Participant deferral / active EE | $4,597 | $6,440-28.6% | $5,506-16.5% | $6,341-27.5% |
| Admin fee / account holder | $0 | $13,259-100.0% | $10,280-100.0% | $12,309-100.0% |