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 | $32,979 | $81,208-59.4% | $98,907-66.7% | $79,858-58.7% |
| Participation rate | 76.9% | 72.5%+4.4pp | 76.0%+0.9pp | 69.6%+7.3pp |
| Annual return | 11.24% | 60.99%-49.8pp | 196.43%-185.2pp | 31.71%-20.5pp |
| Employer contribution / active EE | $1,034 | $1,960-47.2% | $2,689-61.5% | $2,471-58.2% |
| Participant deferral / active EE | $1,961 | $3,265-39.9% | $4,244-53.8% | $3,740-47.6% |
| Admin fee / account holder | $0 | $6,013-100.0% | $6,642-100.0% | $5,306-100.0% |