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 | $40,301 | $99,652-59.6% | $78,778-48.8% | $147,584-72.7% |
| Participation rate | 71.4% | 76.2%-4.8pp | 69.2%+2.2pp | 82.8%-11.4pp |
| Annual return | 17.36% | 47.28%-29.9pp | 35.62%-18.3pp | 578.55%-561.2pp |
| Employer contribution / active EE | $1,581 | $2,796-43.4% | $1,986-20.4% | $4,876-67.6% |
| Participant deferral / active EE | $1,630 | $3,664-55.5% | $2,958-44.9% | $5,439-70.0% |
| Admin fee / account holder | $0 | $7,155-100.0% | $5,134-100.0% | $10,885-100.0% |