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 | $25,577 | $112,096-77.2% | $95,952-73.3% | $158,922-83.9% |
| Participation rate | 85.7% | 79.0%+6.7pp | 77.1%+8.6pp | 82.0%+3.8pp |
| Annual return | 23.35% | 171.09%-147.7pp | 91.61%-68.3pp | 302.83%-279.5pp |
| Employer contribution / active EE | $1,788 | $3,198-44.1% | $2,541-29.6% | $4,761-62.4% |
| Participant deferral / active EE | $2,538 | $4,784-46.9% | $4,167-39.1% | $5,982-57.6% |
| Admin fee / account holder | $0 | $10,130-100.0% | $6,795-100.0% | $11,246-100.0% |