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 | $13,405 | $102,966-87.0% | $90,281-85.2% | $152,861-91.2% |
| Participation rate | 83.3% | 75.9%+7.5pp | 73.3%+10.1pp | 82.4%+0.9pp |
| Annual return | 25.03% | 95.16%-70.1pp | 78.10%-53.1pp | 345.32%-320.3pp |
| Employer contribution / active EE | $311 | $3,139-90.1% | $2,854-89.1% | $4,762-93.5% |
| Participant deferral / active EE | $3,312 | $4,281-22.6% | $3,885-14.8% | $5,850-43.4% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |