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 | $15,603 | $103,949-85.0% | $69,182-77.4% | $273,961-94.3% |
| Participation rate | 80.0% | 67.4%+12.6pp | 55.1%+24.9pp | 83.0%-3.0pp |
| Annual return | 15.45% | 35.28%-19.8pp | -21.93%+37.4pp | 41.45%-26.0pp |
| Employer contribution / active EE | $763 | $1,783-57.2% | $1,206-36.7% | $4,869-84.3% |
| Participant deferral / active EE | $3,144 | $2,716+15.7% | $1,897+65.8% | $5,287-40.5% |
| Admin fee / account holder | $0 | $3,671-100.0% | $2,697-100.0% | $10,132-100.0% |