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 | $37,377 | $96,484-61.3% | $75,886-50.7% | $152,861-75.5% |
| Participation rate | 80.0% | 76.2%+3.8pp | 69.3%+10.7pp | 82.4%-2.4pp |
| Annual return | 17.92% | 33.98%-16.1pp | 30.76%-12.8pp | 345.32%-327.4pp |
| Employer contribution / active EE | $688 | $3,309-79.2% | $2,500-72.5% | $4,762-85.6% |
| Participant deferral / active EE | $1,248 | $4,553-72.6% | $3,603-65.4% | $5,850-78.7% |
| Admin fee / account holder | $0 | $8,078-100.0% | $5,418-100.0% | $11,596-100.0% |