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 | $53,162 | $99,652-46.7% | $78,778-32.5% | $147,584-64.0% |
| Participation rate | 83.3% | 76.2%+7.1pp | 69.2%+14.1pp | 82.8%+0.5pp |
| Annual return | 11.25% | 47.28%-36.0pp | 35.62%-24.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $910 | $2,796-67.5% | $1,986-54.2% | $4,876-81.3% |
| Participant deferral / active EE | $5,061 | $3,664+38.2% | $2,958+71.1% | $5,439-6.9% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |