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 | $29,964 | $144,119-79.2% | $117,854-74.6% | $147,584-79.7% |
| Participation rate | 72.7% | 83.4%-10.7pp | 79.7%-6.9pp | 82.8%-10.1pp |
| Annual return | 20.18% | 531.15%-511.0pp | 335.08%-314.9pp | 578.55%-558.4pp |
| Employer contribution / active EE | $2,656 | $4,896-45.7% | $3,786-29.8% | $4,876-45.5% |
| Participant deferral / active EE | $8,369 | $5,316+57.4% | $4,482+86.7% | $5,439+53.9% |
| Admin fee / account holder | $0 | $10,886-100.0% | $8,020-100.0% | $10,885-100.0% |