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 | $75,163 | $106,890-29.7% | $84,015-10.5% | $152,861-50.8% |
| Participation rate | 83.3% | 75.2%+8.1pp | 69.0%+14.3pp | 82.4%+0.9pp |
| Annual return | 28.00% | 104.99%-77.0pp | 71.31%-43.3pp | 345.32%-317.3pp |
| Employer contribution / active EE | $653 | $2,734-76.1% | $1,983-67.1% | $4,762-86.3% |
| Participant deferral / active EE | $2,582 | $4,011-35.6% | $3,239-20.3% | $5,850-55.9% |
| Admin fee / account holder | $0 | $8,285-100.0% | $6,101-100.0% | $11,596-100.0% |