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 | $34,694 | $100,754-65.6% | $86,677-60.0% | $134,475-74.2% |
| Participation rate | 83.3% | 78.9%+4.4pp | 76.6%+6.8pp | 81.2%+2.1pp |
| Annual return | -10.64% | 29.04%-39.7pp | 35.91%-46.6pp | 417.96%-428.6pp |
| Employer contribution / active EE | $1,322 | $3,489-62.1% | $2,836-53.4% | $4,740-72.1% |
| Participant deferral / active EE | $2,851 | $5,338-46.6% | $4,656-38.8% | $6,400-55.5% |
| Admin fee / account holder | $0 | $10,926-100.0% | $7,493-100.0% | $11,426-100.0% |