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 | $42,121 | $232,540-81.9% | $185,117-77.2% | $147,584-71.5% |
| Participation rate | 80.0% | 82.4%-2.4pp | 77.3%+2.7pp | 82.8%-2.8pp |
| Annual return | 27.10% | 43.03%-15.9pp | 40.50%-13.4pp | 578.55%-551.5pp |
| Employer contribution / active EE | $1,835 | $5,195-64.7% | $4,182-56.1% | $4,876-62.4% |
| Participant deferral / active EE | $9,900 | $5,834+69.7% | $5,045+96.2% | $5,439+82.0% |
| Admin fee / account holder | $0 | $10,275-100.0% | $8,159-100.0% | $10,885-100.0% |