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 | $18,942 | $73,515-74.2% | $62,995-69.9% | $147,584-87.2% |
| Participation rate | 90.0% | 77.9%+12.1pp | 74.8%+15.2pp | 82.8%+7.2pp |
| Annual return | 20.89% | 175.43%-154.5pp | 87.57%-66.7pp | 578.55%-557.7pp |
| Employer contribution / active EE | $1,772 | $3,320-46.6% | $2,759-35.8% | $4,876-63.7% |
| Participant deferral / active EE | $4,979 | $4,185+19.0% | $3,329+49.6% | $5,439-8.4% |
| Admin fee / account holder | $0 | $5,953-100.0% | $3,600-100.0% | $10,885-100.0% |