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 | $20,990 | $73,515-71.4% | $62,995-66.7% | $147,584-85.8% |
| Participation rate | 91.3% | 77.9%+13.4pp | 74.8%+16.5pp | 82.8%+8.5pp |
| Annual return | 18.88% | 175.43%-156.6pp | 87.57%-68.7pp | 578.55%-559.7pp |
| Employer contribution / active EE | $1,332 | $3,320-59.9% | $2,759-51.7% | $4,876-72.7% |
| Participant deferral / active EE | $3,539 | $4,185-15.4% | $3,329+6.3% | $5,439-34.9% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |