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 3-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 | $78,314 | $125,758-37.7% | $169,993-53.9% | $75,163+4.2% |
| Participation rate | 88.2% | 83.6%+4.6pp | 87.0%+1.2pp | 67.2%+21.0pp |
| Annual return | 36.66% | 27.20%+9.5pp | 53.37%-16.7pp | 160.62%-124.0pp |
| Employer contribution / active EE | $0 | $4,615-100.0% | $6,785-100.0% | $2,670-100.0% |
| Participant deferral / active EE | $17,157 | $6,837+150.9% | $10,408+64.8% | $4,125+315.9% |
| Admin fee / account holder | $1 | $8,173-100.0% | $12,815-100.0% | $5,651-100.0% |