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 | $37,823 | $175,202-78.4% | $149,673-74.7% | $139,434-72.9% |
| Participation rate | 71.4% | 83.4%-12.0pp | 78.8%-7.3pp | 80.3%-8.9pp |
| Annual return | 14.49% | 166.71%-152.2pp | 134.42%-119.9pp | 372.94%-358.5pp |
| Employer contribution / active EE | $1,455 | $5,474-73.4% | $4,818-69.8% | $4,751-69.4% |
| Participant deferral / active EE | $2,796 | $6,519-57.1% | $5,680-50.8% | $6,710-58.3% |
| Admin fee / account holder | $0 | $16,150-100.0% | $13,210-100.0% | $11,403-100.0% |