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 | $52,683 | $83,337-36.8% | $67,834-22.3% | $273,961-80.8% |
| Participation rate | 87.5% | 76.4%+11.1pp | 68.8%+18.7pp | 83.0%+4.5pp |
| Annual return | 18.01% | 259.45%-241.4pp | 138.47%-120.5pp | 41.45%-23.4pp |
| Employer contribution / active EE | $4,184 | $3,287+27.3% | $2,403+74.1% | $4,869-14.1% |
| Participant deferral / active EE | $10,137 | $4,088+148.0% | $3,160+220.8% | $5,287+91.7% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |