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 | $34,499 | $83,337-58.6% | $67,834-49.1% | $273,961-87.4% |
| Participation rate | 90.9% | 76.4%+14.5pp | 68.8%+22.1pp | 83.0%+7.9pp |
| Annual return | 4.28% | 259.45%-255.2pp | 138.47%-134.2pp | 41.45%-37.2pp |
| Employer contribution / active EE | $998 | $3,287-69.6% | $2,403-58.5% | $4,869-79.5% |
| Participant deferral / active EE | $3,798 | $4,088-7.1% | $3,160+20.2% | $5,287-28.2% |
| Admin fee / account holder | $0 | $6,752-100.0% | $4,622-100.0% | $10,132-100.0% |