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 | $31,081 | $84,696-63.3% | $75,696-58.9% | $167,490-81.4% |
| Participation rate | 92.9% | 77.8%+15.0pp | 74.8%+18.0pp | 82.1%+10.8pp |
| Annual return | 21.42% | 199.36%-177.9pp | 104.53%-83.1pp | 478.56%-457.1pp |
| Employer contribution / active EE | $1,618 | $3,230-49.9% | $2,743-41.0% | $4,837-66.5% |
| Participant deferral / active EE | $0 | $4,580-100.0% | $3,821-100.0% | $6,341-100.0% |
| Admin fee / account holder | $267 | $5,355-95.0% | $3,619-92.6% | $12,309-97.8% |