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 | $32,582 | $101,069-67.8% | $81,478-60.0% | $147,584-77.9% |
| Participation rate | 100.0% | 74.5%+25.5pp | 68.0%+32.0pp | 82.8%+17.2pp |
| Annual return | 11.49% | 32.40%-20.9pp | 38.78%-27.3pp | 578.55%-567.1pp |
| Employer contribution / active EE | $1,710 | $3,205-46.7% | $2,568-33.4% | $4,876-64.9% |
| Participant deferral / active EE | $3,360 | $4,242-20.8% | $3,537-5.0% | $5,439-38.2% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |