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 | $58,191 | $73,515-20.8% | $62,995-7.6% | $147,584-60.6% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 10.92% | 175.43%-164.5pp | 87.57%-76.6pp | 578.55%-567.6pp |
| Employer contribution / active EE | $454 | $3,320-86.3% | $2,759-83.5% | $4,876-90.7% |
| Participant deferral / active EE | $6,383 | $4,185+52.5% | $3,329+91.7% | $5,439+17.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |