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 | $42,912 | $110,257-61.1% | $96,544-55.6% | $139,434-69.2% |
| Participation rate | 83.3% | 78.1%+5.2pp | 76.0%+7.4pp | 80.3%+3.0pp |
| Annual return | 12.03% | 26.32%-14.3pp | 25.84%-13.8pp | 372.94%-360.9pp |
| Employer contribution / active EE | $1,282 | $3,620-64.6% | $2,965-56.8% | $4,751-73.0% |
| Participant deferral / active EE | $2,762 | $5,548-50.2% | $4,851-43.1% | $6,710-58.8% |
| Admin fee / account holder | $0 | $11,591-100.0% | $8,252-100.0% | $11,403-100.0% |