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 | $31,971 | $112,881-71.7% | $90,951-64.8% | $158,922-79.9% |
| Participation rate | 100.0% | 74.7%+25.3pp | 69.0%+31.0pp | 82.0%+18.0pp |
| Annual return | 13.79% | 215.79%-202.0pp | 134.60%-120.8pp | 302.83%-289.0pp |
| Employer contribution / active EE | $621 | $2,893-78.6% | $2,122-70.8% | $4,761-87.0% |
| Participant deferral / active EE | $5,202 | $4,128+26.0% | $3,373+54.2% | $5,982-13.0% |
| Admin fee / account holder | $0 | $8,041-100.0% | $5,959-100.0% | $11,246-100.0% |