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 | $54,137 | $98,750-45.2% | $149,696-63.8% | $79,858-32.2% |
| Participation rate | 78.0% | 75.8%+2.2pp | 82.5%-4.5pp | 69.6%+8.4pp |
| Annual return | 25.71% | 27.43%-1.7pp | 276.60%-250.9pp | 31.71%-6.0pp |
| Employer contribution / active EE | $1,799 | $3,216-44.1% | $4,644-61.3% | $2,471-27.2% |
| Participant deferral / active EE | $2,597 | $5,680-54.3% | $6,842-62.0% | $3,740-30.6% |
| Admin fee / account holder | $1 | $6,053-100.0% | $9,309-100.0% | $5,306-100.0% |