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 | $54,985 | $105,859-48.1% | $90,160-39.0% | $147,584-62.7% |
| Participation rate | 85.7% | 79.7%+6.0pp | 76.9%+8.8pp | 82.8%+2.9pp |
| Annual return | 18.51% | 37.63%-19.1pp | 34.88%-16.4pp | 578.55%-560.0pp |
| Employer contribution / active EE | $2,816 | $4,126-31.7% | $3,318-15.1% | $4,876-42.2% |
| Participant deferral / active EE | $6,149 | $5,733+7.3% | $5,288+16.3% | $5,439+13.1% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |