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 | $25,563 | $99,079-74.2% | $77,999-67.2% | $273,961-90.7% |
| Participation rate | 75.0% | 78.6%-3.6pp | 75.5%-0.5pp | 83.0%-8.0pp |
| Annual return | 9.99% | 217.93%-207.9pp | 425.96%-416.0pp | 41.45%-31.5pp |
| Employer contribution / active EE | $2,180 | $3,308-34.1% | $2,470-11.8% | $4,869-55.2% |
| Participant deferral / active EE | $6,650 | $4,306+54.4% | $3,497+90.2% | $5,287+25.8% |
| Admin fee / account holder | $0 | $8,954-100.0% | $5,480-100.0% | $10,132-100.0% |