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 | $25,598 | $99,079-74.2% | $77,999-67.2% | $273,961-90.7% |
| Participation rate | 80.0% | 78.6%+1.4pp | 75.5%+4.5pp | 83.0%-3.0pp |
| Annual return | 8.52% | 217.93%-209.4pp | 425.96%-417.4pp | 41.45%-32.9pp |
| Employer contribution / active EE | $2,685 | $3,308-18.8% | $2,470+8.7% | $4,869-44.8% |
| Participant deferral / active EE | $7,519 | $4,306+74.6% | $3,497+115.0% | $5,287+42.2% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |