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 | $34,732 | $101,069-65.6% | $81,478-57.4% | $147,584-76.5% |
| Participation rate | 75.0% | 74.5%+0.5pp | 68.0%+7.0pp | 82.8%-7.8pp |
| Annual return | 25.54% | 32.40%-6.9pp | 38.78%-13.2pp | 578.55%-553.0pp |
| Employer contribution / active EE | $3,352 | $3,205+4.6% | $2,568+30.6% | $4,876-31.3% |
| Participant deferral / active EE | $11,232 | $4,242+164.8% | $3,537+217.6% | $5,439+106.5% |
| Admin fee / account holder | $0 | $5,812-100.0% | $4,561-100.0% | $10,885-100.0% |