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 | $38,598 | $107,015-63.9% | $73,545-47.5% | $147,584-73.8% |
| Participation rate | 75.0% | 66.4%+8.6pp | 54.9%+20.1pp | 82.8%-7.8pp |
| Annual return | 10.84% | 38.25%-27.4pp | -15.16%+26.0pp | 578.55%-567.7pp |
| Employer contribution / active EE | $777 | $1,760-55.9% | $1,219-36.3% | $4,876-84.1% |
| Participant deferral / active EE | $761 | $2,462-69.1% | $1,806-57.9% | $5,439-86.0% |
| Admin fee / account holder | $0 | $3,055-100.0% | $2,320-100.0% | $10,885-100.0% |