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 | $22,071 | $95,561-76.9% | $77,163-71.4% | $139,434-84.2% |
| Participation rate | 85.7% | 73.9%+11.8pp | 69.6%+16.1pp | 80.3%+5.4pp |
| Annual return | 16.46% | 54.92%-38.5pp | 37.87%-21.4pp | 372.94%-356.5pp |
| Employer contribution / active EE | $806 | $3,147-74.4% | $2,535-68.2% | $4,751-83.0% |
| Participant deferral / active EE | $1,603 | $4,624-65.3% | $3,833-58.2% | $6,710-76.1% |
| Admin fee / account holder | $0 | $8,295-100.0% | $5,472-100.0% | $11,403-100.0% |