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 | $32,019 | $107,934-70.3% | $91,989-65.2% | $152,861-79.1% |
| Participation rate | 80.0% | 81.2%-1.2pp | 78.6%+1.4pp | 82.4%-2.4pp |
| Annual return | 17.75% | 89.24%-71.5pp | 69.02%-51.3pp | 345.32%-327.6pp |
| Employer contribution / active EE | $1,148 | $4,210-72.7% | $3,452-66.7% | $4,762-75.9% |
| Participant deferral / active EE | $2,155 | $6,364-66.1% | $5,923-63.6% | $5,850-63.2% |
| Admin fee / account holder | $0 | $10,520-100.0% | $7,743-100.0% | $11,596-100.0% |