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 | $40,980 | $100,773-59.3% | $88,946-53.9% | $142,382-71.2% |
| Participation rate | 81.8% | 74.3%+7.5pp | 68.8%+13.0pp | 80.1%+1.7pp |
| Annual return | 16.54% | 70.18%-53.6pp | 57.82%-41.3pp | 217.08%-200.5pp |
| Employer contribution / active EE | $1,634 | $2,918-44.0% | $2,555-36.0% | $4,299-62.0% |
| Participant deferral / active EE | $1,632 | $5,230-68.8% | $4,581-64.4% | $6,507-74.9% |
| Admin fee / account holder | $167 | $9,693-98.3% | $8,261-98.0% | $12,624-98.7% |