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 | $36,627 | $73,515-50.2% | $62,995-41.9% | $147,584-75.2% |
| Participation rate | 83.3% | 77.9%+5.5pp | 74.8%+8.5pp | 82.8%+0.5pp |
| Annual return | 21.82% | 175.43%-153.6pp | 87.57%-65.8pp | 578.55%-556.7pp |
| Employer contribution / active EE | $1,262 | $3,320-62.0% | $2,759-54.3% | $4,876-74.1% |
| Participant deferral / active EE | $4,018 | $4,185-4.0% | $3,329+20.7% | $5,439-26.1% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |