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 | $33,039 | $81,632-59.5% | $70,449-53.1% | $158,922-79.2% |
| Participation rate | 70.0% | 77.7%-7.7pp | 75.1%-5.1pp | 82.0%-12.0pp |
| Annual return | 19.66% | 208.40%-188.7pp | 109.03%-89.4pp | 302.83%-283.2pp |
| Employer contribution / active EE | $1,561 | $3,217-51.5% | $2,737-43.0% | $4,761-67.2% |
| Participant deferral / active EE | $1,933 | $4,554-57.6% | $3,709-47.9% | $5,982-67.7% |
| Admin fee / account holder | $0 | $6,193-100.0% | $3,845-100.0% | $11,246-100.0% |