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 | $115,663 | $157,256-26.4% | $141,162-18.1% | $152,861-24.3% |
| Participation rate | 70.0% | 84.8%-14.8pp | 82.5%-12.5pp | 82.4%-12.4pp |
| Annual return | 26.54% | 64.32%-37.8pp | 71.39%-44.9pp | 345.32%-318.8pp |
| Employer contribution / active EE | $1,435 | $5,261-72.7% | $4,735-69.7% | $4,762-69.9% |
| Participant deferral / active EE | $3,598 | $7,109-49.4% | $6,709-46.4% | $5,850-38.5% |
| Admin fee / account holder | $0 | $12,120-100.0% | $10,261-100.0% | $11,596-100.0% |