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 | $41,646 | $91,037-54.3% | $71,671-41.9% | $147,584-71.8% |
| Participation rate | 81.8% | 76.1%+5.7pp | 68.7%+13.1pp | 82.8%-1.0pp |
| Annual return | 11.28% | 20.48%-9.2pp | 20.65%-9.4pp | 578.55%-567.3pp |
| Employer contribution / active EE | $1,443 | $3,327-56.6% | $2,460-41.3% | $4,876-70.4% |
| Participant deferral / active EE | $2,107 | $4,498-53.2% | $3,438-38.7% | $5,439-61.3% |
| Admin fee / account holder | $0 | $8,613-100.0% | $5,558-100.0% | $10,885-100.0% |