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 | $26,774 | $102,966-74.0% | $90,281-70.3% | $152,861-82.5% |
| Participation rate | 87.5% | 75.9%+11.6pp | 73.3%+14.2pp | 82.4%+5.1pp |
| Annual return | 27.14% | 95.16%-68.0pp | 78.10%-51.0pp | 345.32%-318.2pp |
| Employer contribution / active EE | $1,722 | $3,139-45.1% | $2,854-39.7% | $4,762-63.8% |
| Participant deferral / active EE | $3,339 | $4,281-22.0% | $3,885-14.1% | $5,850-42.9% |
| Admin fee / account holder | $0 | $6,171-100.0% | $5,351-100.0% | $11,596-100.0% |