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 | $15,177 | $73,515-79.4% | $62,995-75.9% | $147,584-89.7% |
| Participation rate | 78.6% | 77.9%+0.7pp | 74.8%+3.8pp | 82.8%-4.3pp |
| Annual return | 37.71% | 175.43%-137.7pp | 87.57%-49.9pp | 578.55%-540.8pp |
| Employer contribution / active EE | $2,014 | $3,320-39.3% | $2,759-27.0% | $4,876-58.7% |
| Participant deferral / active EE | $2,054 | $4,185-50.9% | $3,329-38.3% | $5,439-62.2% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |