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 | $23,101 | $109,327-78.9% | $89,391-74.2% | $158,922-85.5% |
| Participation rate | 88.9% | 74.3%+14.6pp | 68.0%+20.9pp | 82.0%+6.9pp |
| Annual return | 17.11% | 345.68%-328.6pp | 245.62%-228.5pp | 302.83%-285.7pp |
| Employer contribution / active EE | $557 | $3,170-82.4% | $2,586-78.5% | $4,761-88.3% |
| Participant deferral / active EE | $2,854 | $4,598-37.9% | $3,890-26.6% | $5,982-52.3% |
| Admin fee / account holder | $0 | $6,153-100.0% | $4,881-100.0% | $11,246-100.0% |