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 | $45,234 | $105,859-57.3% | $90,160-49.8% | $147,584-69.4% |
| Participation rate | 83.3% | 79.7%+3.6pp | 76.9%+6.5pp | 82.8%+0.5pp |
| Annual return | 22.67% | 37.63%-15.0pp | 34.88%-12.2pp | 578.55%-555.9pp |
| Employer contribution / active EE | $2,727 | $4,126-33.9% | $3,318-17.8% | $4,876-44.1% |
| Participant deferral / active EE | $3,714 | $5,733-35.2% | $5,288-29.8% | $5,439-31.7% |
| Admin fee / account holder | $0 | $8,046-100.0% | $5,943-100.0% | $10,885-100.0% |