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 | $34,784 | $107,015-67.5% | $73,545-52.7% | $147,584-76.4% |
| Participation rate | 71.4% | 66.4%+5.0pp | 54.9%+16.5pp | 82.8%-11.4pp |
| Annual return | 11.89% | 38.25%-26.4pp | -15.16%+27.1pp | 578.55%-566.7pp |
| Employer contribution / active EE | $402 | $1,760-77.2% | $1,219-67.0% | $4,876-91.8% |
| Participant deferral / active EE | $5,143 | $2,462+108.9% | $1,806+184.8% | $5,439-5.4% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |