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 | $45,504 | $98,750-53.9% | $149,696-69.6% | $79,858-43.0% |
| Participation rate | 92.1% | 75.8%+16.3pp | 82.5%+9.6pp | 69.6%+22.4pp |
| Annual return | 124.16% | 27.43%+96.7pp | 276.60%-152.4pp | 31.71%+92.4pp |
| Employer contribution / active EE | $786 | $3,216-75.6% | $4,644-83.1% | $2,471-68.2% |
| Participant deferral / active EE | $0 | $5,680-100.0% | $6,842-100.0% | $3,740-100.0% |
| Admin fee / account holder | $253 | $6,053-95.8% | $9,309-97.3% | $5,306-95.2% |